Tuesday, October 21, 2003

MS, Vodafone - OMIP kind of product.
MS, Orange - Handsets
MS, Reliance - IPTV
Wireless carriers now take home nearly half of global voice revenues, up from 9% a decade ago
The question is: Do people buy phones like computers, where they expect to upgrade and change the product over a longer lifetime, or like consumer electronics, where the configuration is fixed and you simply buy a new model when you want to move up?

The fixed-line carriers have an ace in the hole: their wires. "The biggest factor in their favor, bar none, is that they still own the local network," says analyst James Eibisch of market researcher IDC. How is that an asset if the world is going wireless?
(broadband)
New Internet-type equipment costs as little as one-tenth as much as the older-style gear now used in the network
A decade ago, Massachusetts Institute of Technology pundit Nicholas Negroponte observed that it was an accident of technology history that phone calls are made mostly over wires while more complex television broadcasts travel over the air. The rise of wireless phones and cable TV has borne out Negroponte's prediction that the situation would flip-flop.

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