There are two facts that are undisputable, Nokia, Ericsson brought to the
world that they have control on their version (technology) and business
model of the wireless web and failed miserably. The only country where they
have no market penetration or influence is Japan and a different model of
the wireless web has flourished and now is pushing for global expansion.
The global expansion will succeed perhaps not by the same set of standards
that were set in Japan but by experience and a solid foundation on a
business model and technology that works and most importantly by the
operators that have seen their initial investments in protocols pushed by
Nokia and Ericsson go up in smoke.
You very well stated the transition that is going on with content
aggregators that in my opinion is an indication of a natural process for
preparing for international markets. I see Access sponsoring events in Latin
America or NEC making investments in setting up factories in the Americas to
manufacture I mode Handsets.
The sustainability of the Japanese model will fail without the expansion
outside of Japan. It will expand and succeed with similar versions of the
ones in Japan. I can already see may operators try to emulate the business
model as close as they can.
In the end it's not about proprietary or open, its about the end user
acceptance of service and experience. Its about the operators attracting
users with services that are useful that produce higher revenues because
users find them compelling and fun to use
My bet will be on a variation of the Japanese model.
-----Original Message-----
From: keitai-l-bounce@appelsiini.net
[mailto:keitai-l-bounce@appelsiini.net]On Behalf Of drew.freyman@nokia.com
Sent: Tuesday, September 18, 2001 7:29 AM
To: keitai-l@appelsiini.net
Subject: (keitai-l) Re: Proprietary = BAD
1. I am not speaking as a representative of Nokia (anyway I am the venture
fund NOT Nokia) but as individual participating in this list.
2. In this case, we were speaking about the sustainability and
extensibility of the model.
The sustainability of the Japanese model has been called into doubt by the
withering on the vine of many in the carrier's food chain, this is all the
way from the terminal manufacturers (despite the fact that NEC and
Matsushita are selling so many terminals they are still on very very tough
times) to their suppliers (despite the fact companies like Access have 80%
share of their particular space you do not see huge ramp in revenues) to the
content providers (it is no coincidence that many of the famous aggregators
are morphing their business models to become 'platform providers'). These
are not Nokia observations, but the observations of the JAPANESE companies
that participated in this committees work.
[ excessive quoting removed ]
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Received on Tue Sep 18 15:50:58 2001