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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (2923)	12/11/2007 3:22:36 PM
From: dybdahl	Respond to of 71463

In our country, the biggest telco has just recently been publicly blamed for still having dial-up as an option... dial-up is no longer regarded as a product that sane people would use, so the logic is, that they only keep that part of their business running because they are not treating their customers nicely. Delivering internet to the customer is not a big future. ADSL is cheap and already passing 20Mbps, and the networks cannot follow that. Some believe that companies, which solve this problem, like Joost, are worth a lot. However, as multicast services are requested, I believe that the technology to make it possible will be available in a very cheap way. There's a lot of money in mobile internet right now - more than half of my mobile phone bill is per MB charges for data traffic. However, the telecom industry changes very rapidly, and I only do long-term investment, so I keep out of this. I do have some Nokia shares, and that's mainly because they're successful outside USA, they localize well, make many kinds of devices that people find cool and easy to use, and I think they're in a really good situation to create devices of the future. I just tried Apple's newest iPod (we don't have iPhones around here), and I'm impressed. Even though the iPhone needs some changes to be really cool outside USA, there's no doubt that Apple is one of the American companies that has the best position to create devices of the future, for markets outside USA. Apple has understood to make a device, that enables less sophisticated people to use handheld internet. Their superb usability may lay a foundation for a future as big as Nokia. IMO, Nokia knocked out Ericsson and other competition by having superb usability in their early phones.