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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (52791)	10/20/2002 1:53:52 PM
From: Thomas Mercer-Hursh	Respond to of 54805

Maybe I'm out of my mind but I'll be very surprised if it's an exclusive deal In fact, the whole idea of it being exclusive is ridiculous unless "exclusive" is modified in such a way as to make it essentially meaningless. A key aspect of CRM software is interconnection with whatever other software the company may have ... and that means supporting as many kinds of connection as can be reasonably supported.

To: Mike Buckley who wrote (52791)	10/21/2002 6:31:46 PM
From: Eric L	Respond to of 54805

WAP + Color + Content + J2ME or BREW + MMS + 1xRTT = Success in Wireless Data Oops! I forgot "Strategy". * Korea: For a number of years, the operators have had a strategy on how to develop and market mobile services. Being a Copenhagen based firm Strand Consult talks about the failure of WAP in Europe. We here in the States need to remember that WAP has been just as big a failure in the USA. * Strand Consult says WAP on 2.5G networks has been a huge success in Korea. Will network operators in Europe and America follow suit? >> WAP is Alive and Well - in Korea Jørgen Sundgot InfoSync 21.10.02 infosync.no In stark contrast to the situation in Europe, Strand Consult says WAP on 2.5G networks has been a huge success in Korea. Will network operators in Europe and America follow suit? While most European mobile operators preferably don’t even mention the word WAP any more, WAP has grown to be a huge success in Korea according to the finding in Strand Consult's latest report entitled "The Korean Mobile Market, a window to 3G". During the past year, mobile Internet revenue in Korea has overtaken what the consulting firm refers to as "overpriced SMS services revenue", and is still climbing. The revenue from SMS services is still rising, however, despite being overtaken by WAP based mobile services at the end of 2001. In other words, the Koreans have opened up a new market of WAP based mobile services, they are now earning more money from consumers on than their original SMS services - which they are still making money from. Strand Consult believes there were two main factors that helped WAP become the biggest mobile failure in Europe to date, the first of which was the marketing of WAP - in which the industry was marketing a product that had no mobile services for the users to use and calling it the 'Mobile Internet'. The second factor, the firm points out, was the lack of content - and goes on to claim that the only reason there was no content is that European mobile operators did not think it necessary to offer content providers and service creators any kind of revenue sharing models at all. In Korea, mobile operators have had a completely different approach, and as a result Strand Consult says Korea is 2 or 3 years ahead of the European mobile market, with over 9 million 2.5G mobile subscribers making use of high speed (80 Kbps) data, WAP, J2ME and MMS-enabled mobile phones. 5 million of those users also have a colour screen, and WAP is considered an essential part of a 2.5G network since without it, most services - SMS aside - simply would not work. Having implemented their new 2.5G mobile networks in 1999/2000, the Korean mobile operators needed their mobile subscribers to buy the new 2.5G WAP mobile phones that would start earning revenue on the new networks. Irregardless of the dismal failure of WAP in Europe, Strand Consult found Korean operators partnered up with media companies, content owners and content creators, creating massive amounts of content and services for the new generation of mobile phones - thereby creating a demand not only for the actual 2.5G mobile phones, but also the content available on the new phones. << Promo piece for the report described above: >> The Korean Market For Mobile Services - A Window To 3G: The Future 2.5G And 3G Services Market Strand Consult strandreports.com It is not a secret that the Korean mobile market is unique. The implementation of advanced mobile technologies and mobile networks giving customers 144 Kb downstream, make Korea a huge market for advanced mobile services that in many ways will be very similar to what we will see in our future 2.5G and 3G markets. In the GSM world, the only mobile service that has had success is the SMS. The introduction of WAP had almost no impact and many service providers and mobile operators are still searching for today's "Killer Application" to create traffic for future mobile networks. Things look a lot different in Korea. For a number of years, the operators have had a strategy on how to develop and market mobile services. The implementation of network technologies with download speeds of up to 144 Kb means that the application developers and the service providers have already enjoyed marketing and selling mobile services for the last couple of years - services that we almost certainly will not see before we have a fully functioning 3G market. Strand Consult has spent almost 9 months analysing the Korean mobile market, met with all the players and seen how they work. We have described the Korean mobile services market in detail, including: • Which services the customers are buying today and what future services are expected • What influence the different mobile technologies have on the mobile services market • Analysing the used technologies including WAP, Mobile Explorer, Java and BREW • Describing the business models that the Korean mobile services market is based on • Looking at location based services, mail services and many other services that people are still only talking about elsewhere • Looking at M-Commerce - which is being used daily by thousands of customers in Korea • How the many different terminals, with cameras and colour screens have affected mobile services Korea's mobile operators and service providers have proved that the more advanced terminals and services have had a positive affect on the operators business case. Did you know that in Korea a 2G customer spends 1.9 Euro, a 2.5G customer 4.6 Euro and a 2.5G customer with a colour screen 7.6 Euro on wireless Internet a month? How have they achieved these outstanding figures? What have the mobile operators, the service providers and the other mobile players done to deserve such high rewards? If you are a player in the marketplace for mobile services and want inspiration for which services you should be planning on in the future, we would recommend buying this unique report. Korea is in many ways a market that we all can learn from. The combination of operators with the correct strategies, professional content providers and a technological platform that allows new and very advanced services, has created a unique market for mobile services. << - Eric -