(keitai-l) Re: Is H3G's poor performance killing the partnerships and handsets?

Remember Hutchison Whampoa is the real power behind 3, and they're not out
of money yet. I think that the reason DoCoMo is getting out (as in the US)
is that they realised minority stakes had no strategic value. They thought
they could be a back-seat driver, but the management said 'you didn't pay
for control, so don't pretend you did'. 

I would also have to question the real value of the 'i-mode technology' in
the European market. For all practical purposes Vodafone Live is, amongst
other things, 'i-mode', as is Orange World. DoCoMo still seem to think
they're selling some revolutionary, never-seen-before product. That would
have been true two years ago - today their only appeal is they they can
provide an 'off-the-shelf' solution that might be quicker than making your
own. 

-BGE

-----Original Message-----
From: keitai-l-bounce@appelsiini.net [mailto:keitai-l-bounce@appelsiini.net]
On Behalf Of Giovanni Bertani
Sent: 11 March 2004 10:10
To: keitai-l@appelsiini.net
Subject: (keitai-l) Is H3G's poor performance killing the partnerships and
handsets?

As with DoCoMo leaving H3G partnership probably due to the weak market
performance experienced:

http://www.mobilestrategy.org/archives/000021.html

I guess if H3G will be able to have any serious power to specify any
exclusive models by autumn 2004 when all the major operators will be
launching 3G services.

If not H3G will be forced to adopt more standard phones with relatively
marginal customized features.

What do you think?

________________________________________________________
giovanni bertani   mobile vas consultant
exsense  italy 
   


This mail was sent to address ben@ben-evans.com Need archives? How to
unsubscribe? http://www.appelsiini.net/keitai-l/