Hi keitai-lovers,
during our past 3 Mobile Kaizen seminars Daniel Scuka
and me identified the key mobile meta-competition between the
2 major strategies of making money in our beloved Mobile Economy.
Most probably, many of you watch this meta-competition evolving, too.
Let's call this mobile meta-competition something like this: The fight
between the closed MNO-controlled vs. the open PC-like mobile device
environment ...
Vodafone by now globally adopted the DoCoMo strategy of tight
MNO-control by giving 100%-specs to handset makers regarding
device features and dos and don'ts of content distribution to
mobile devices.
On the other hand, Nokia pushes Symbian and the vision of
the open mobile online computer on which the user can run any app
while moving any data to the PC or other keitai (over SD cards etc.).
In this context, a major question came up and I have a
champagne-bottle-bet running with Daniel Scuka on the answer to
this question:
Can you confirm, that DoCoMo has trimmed some key data exchange
functionality of the Symbian OS version on their 2 Fujitsu FOMA
handsets? I especially refer to not allowing to exchange apps
over the SD cards ... Because this would prove a key decision
of maintaing control over content distribution in the mobile
meta-competition. Did anyone develop apps for the Symbian-powered
Fujitsu devices?
So here are some scenarios of how this mobile meta-competition
of the open vs. closed mobile device (actually becoming a small
online computer) may evolve in the (not too distant) future:
- Nokia first becomes MVNO and/or later buys MNOs. Maybe new
players that bring Mobile Broadband to the market, such
as German www.airdata.ag that is based on wireless Mobile Broadband
high-tech from www.ipwireless.com.
- Microsoft develops and sells (almost open) devices and
becomes MVNO and/or buys MNOs. As pointed out above, the
control over mobile data distribution is the key success
factor and Microsoft has got lots of fixed experience through
MSN.
- DoCoMo and Vodafone relax their tight control due to market
pressure from Nokia and Microsoft.
- MNOs win and Nokia and Microsoft just have to adapt.
But before they accept such a defeat they will spend many
billions to change the rules of the game.
I am sure that ultimately the mass market demand represented by
smart users will decide the outcome of this mobile meta-competition.
People just want to have control THEMSELVES over the mobile online
computing devices, like on the PC connected with a fixed flat rate.
And I believe that in North America and Europe this open attitude is
more widely spread in consumers' minds as compared to the Asian region.
What do you think?
Jan.
-----------------------------
Jan Michael Hess, CEO
Mobile Economy GmbH
Ahornallee 20, D-14050 Berlin
Web: www.mobileeconomy.de
Web: www.mobiliser.org
Ph: +49.30.30107488
GSM: +49.178.3126098
ICQ: massai (ID #5239369)
Received on Sun Oct 19 13:35:57 2003