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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (27230)7/3/2000 11:11:04 AM
From: Ausdauer  Read Replies (1) of 54805
 
Eric,

Your points are well taken.

The biggest fear I would have is the formation of an industry consortium that would eliminate the possibility of a single gorilla. The exceptions to this would be the selection of proprietary components within the standard if, in fact, a multifunctional card is decided on. The PKI portion or other unique facets of the card might fit this bill.

From earlier links you posted it seems logical that world-wide (or at least continent-wide) agreement on the key components must be clearer before rapid acceptance can be facilitated. The handheld device manufacturers are uncertain what standards to support, the banks are frustrated by multiple standards and the lack of identity with the consumer, etc... I suspect many financial institutions or e-commerce sites may sit on the sidelines until this soup is reduced down into an appetizing consummé.

Smart Cards are in a period of hypergrowth worldwide, but US remains an exception. The emerging "killer" application is associated with Public Key Infrastructure (PKI), portable credentials (like a portable SIM subscription) that can be used to access the Internet or a Corporate Intranet or Extranet, from your mobile phone, a desktop, laptop, or PDA.

Ausdauer
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