« Panel discussion, no slides, is a breath of fresh air | Main | New mobile applications, but how good are the business models? »

October 02, 2007

Comments

Alasdhair

Interesting comparison: Mobile worth $700B and Internet worth $150B. The last numbers I saw like that were for the US for 2005 and stated Mobile $118.6B, Internet $20.2B, from TIA and eMarketer, nearly the same ratio of 4x-6x. I would expect that kind of ratio simply because Internet charges are per household and mobile phone is per user. However I think they are talking about access charges and not the volume of commerce that is facilitated by the Internet or by the mobile phone. If that were included then I think the ratios could be inverted. If not inverted then certainly the 4x-6x would be considerably reduced. But I have no numbers to back up that contention right now.

Shai Berger

Brough: "Andrew's argument against the wide open
mobile Internet is roughly that we don't want the 900 number meltdown that we saw in the US in the 1990s."

That seems like a stretch. Can we think of any other examples in telecom's 100 year history? Should also point out that Andrew's argument is not coming from an impartial stand point. He's arguing for exactly the model his company needs to survive. Not saying he's wrong, just take it with a grain.


Alasdhair: "However I think they are talking about access charges and not the volume of commerce that is facilitated by the Internet or by the mobile phone."

Seamus pointed that out and Andrew jumped in saying, "If you do that, then you have to include all the commerce enabled over the phone" ... clearly a line of reasoning that trends to absurdity quickly. How much commerce is "enabled" by paper every day?

The comments to this entry are closed.

My Photo

Search this Blog

Subscribe by Email

March 2014

Sun Mon Tue Wed Thu Fri Sat
            1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31          

Technorati


Site Meter

Upcoming Travel & Conferences


Twitter Feed

Become a Fan