The Internet companies like Yahoo and Google rode over the network investments of the likes of AT&T and Verizon to provide access to their service and made lots of money. The big telcos did not see (or maybe they did and did nto have other options) this coming and the Internet companies with minimal investment monetized the technology the best - making lots of money through Internet advertising.
Now the same story may repeat on the Mobile Internet. The initial drawback of the mobile internet was the speed and that has been taken care of with advancements in technology. But the mobile internet is controlled by the service providers who from past experience of the wireline experience will not give in without negotiating something for themselves. This will be true for the likes of AT&T and Verizon. However, given the state of business at Sprint and T-mobile - these operators may be more willing as they could ride the Google marketing wave, acquire customers and benefit. This in turn would put pressure on AT&T and Verizon. So not sure how this would play out – maybe AT&T and Verizon would partner with Microsoft to balance the power?
However, this may work if Internet companies and the operators figure out how to share the loot which would be fair based on the investments each makes, then Google powered phones will be a hit. The key word is ‘Fair’ but then who says one needs to fair to be successful in business.
This site will focus on business aspects of technology used by service providers, enterprises and end users. The site will include changes in the communication marketplace (data, voice - wireline and wireless, video). The information presented here is based on my research and experience – dealing with customers and taking products/offers to market. Opinions on this blog are just mine and have no relevance to the current thinking of the company I work for.
Friday, November 2, 2007
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