Thanks for providing a link worth reading. Much better than the Mickey Mouse rhetoric that Puck wanted us to read from Tero's musings.
One thing strikes me as ironic about the FUD from the new critics of 3G. Now that the speeds and capacity are there, they are criticizing the new investments in the technology due to a lack of revenue opportunities. With GPS, Bluetooth, SIM cards, MP3 & MIDI (music), and MPEG 4 (video conferencing), I think there are plenty of new revenue opportunities for both CDMA2000 and WCDMA services.
The zero revenue content of many of the internet business models is screetching to a halt. Soon, the government is going to put an end to the tax holiday provided for internet companies. This is going to wipe out the rest of the second tier and third tier companies that cannot compete for advertising dollars.
Similarly, many of the new services for wireless internet services are going to require revenues. Does anyone think that the E 911 mandate for cell phones is going to be provided free?? Think about the revenue model for GPS service. Consumers are going to pay $3 or $4 per month for this service, a huge source of revenue.
What about 2 way video conferencing? Suddenly, anyone with a cell phone is going to be able to communicate with in real time video. That is an awsome revenue potential. The reason that video never panned out for PC's is that no one wanted to take the time to hook up a camera to their PC. Plain and simple, the consumer is lazy and the PC makers are lazier. If it's possible, I am more disappointed with DELL than NOK.
I'm not sure how the business model for Bluetooth is going to work, but it will give companies like PCS the opportunity to work more with corporate IT departments to offer new services. Also, I'm not sure how PCS would get paid for CD's that are downloaded through the cell phones. However, if I were a musician, I wouldn't mind paying them some coin for every song or CD they downloaded for me. |
