Comments on: Operators: service-pipes or bit-pipes ? http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/ Distilling market noise into market sense. Thu, 20 Nov 2008 18:24:09 +0000 http://wordpress.org/?v=2.6.2 By: Mobile Opportunity - News And Views from Google MO » Blog Archive » Vote for the best mobile post of the month http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-51121 Mobile Opportunity - News And Views from Google MO » Blog Archive » Vote for the best mobile post of the month Sat, 24 May 2008 11:47:47 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-51121 [...] I thought the best nominee was VisionMobile’s post on the right data strategy for operators. It was well argued, and I agreed with it. An excerpt: [...] [...] I thought the best nominee was VisionMobile’s post on the right data strategy for operators. It was well argued, and I agreed with it. An excerpt: [...]

]]> By: StumbleUpon » Your page is now on StumbleUpon! http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-23324 StumbleUpon » Your page is now on StumbleUpon! Fri, 07 Dec 2007 16:26:15 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-23324 <!--%kramer-ref-pre%-->[...] Your page is on StumbleUpon [...]<!--%kramer-ref-post%--> Kramer auto Pingback[...] Your page is on StumbleUpon [...]

]]> By: dosReis.de » E-Plus-Chef Krammer: Mobilfunkpreise in drei Jahren halbiert http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-9929 dosReis.de » E-Plus-Chef Krammer: Mobilfunkpreise in drei Jahren halbiert Tue, 28 Aug 2007 14:40:04 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-9929 <!--%kramer-ref-pre%-->[...] ich an dieser Stelle mal auf den VisionMobile Blog der dieses Thema in einem sehr spannenden Artikel aufgreift. This entry was written by Daniel and posted on December 5, 2006 at 10:15 and filed [...]<!--%kramer-ref-post%--> Kramer auto Pingback[...] ich an dieser Stelle mal auf den VisionMobile Blog der dieses Thema in einem sehr spannenden Artikel aufgreift. This entry was written by Daniel and posted on December 5, 2006 at 10:15 and filed [...]

]]> By: Newsletter Semanal WiMAX no Mundo - Ano 1 Nr. 14 http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-1924 Newsletter Semanal WiMAX no Mundo - Ano 1 Nr. 14 Wed, 28 Mar 2007 20:24:21 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-1924 <!--%kramer-ref-pre%-->[...] Telcos Móveis serão no futuro? Orientadas a Serviços? ou Orientada a Dados?: Mobile Operators: service-pipes or bit-pipes?, Vision Mobile, [...]<!--%kramer-ref-post%--> Kramer auto Pingback[...] Telcos Móveis serão no futuro? Orientadas a Serviços? ou Orientada a Dados?: Mobile Operators: service-pipes or bit-pipes?, Vision Mobile, [...]

]]> By: VisionMobile Forum :: The carrousel of mobile blogging http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-889 VisionMobile Forum :: The carrousel of mobile blogging Tue, 30 Jan 2007 19:01:59 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-889 [...] Stay User interfaces and soft walled gardens The retail environment as a point of service discovery Operators: service-pipes or bit-pipes ? Nokia must U-turn on its Symbian strategy Customised design manufacturers are [...] [...] Stay User interfaces and soft walled gardens The retail environment as a point of service discovery Operators: service-pipes or bit-pipes ? Nokia must U-turn on its Symbian strategy Customised design manufacturers are [...]

]]> By: Murali http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-185 Murali Tue, 05 Dec 2006 01:44:35 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-185 I love to see Carriers as Bit Pipes. I hate to see them becoming service pipes. As a User, I am sick of 'dont mind, we can lobby', 'we dictate what you need' attitude. Recent Verizon YouTube announcement just affirms. Verizon is to choose what video I am gonna watch. Come on. Why I Love To See Carriers As Bit-Pipes? (http://mobile.inspions.net/2006/12/03/why-i-love-to-see-carriers-as-bit-pipes /) I love to see Carriers as Bit Pipes. I hate to see them becoming service pipes. As a User, I am sick of ‘dont mind, we can lobby’, ‘we dictate what you need’ attitude. Recent Verizon YouTube announcement just affirms. Verizon is to choose what video I am gonna watch. Come on.

Why I Love To See Carriers As Bit-Pipes? (http://mobile.inspions.net/2006/12/03/why-i-love-to-see-carriers-as-bit-pipes /)

]]> By: The Cellular Life Style - » Why I Love To See Carriers As Bit-Pipes? http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-171 The Cellular Life Style - » Why I Love To See Carriers As Bit-Pipes? Sun, 03 Dec 2006 06:45:54 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-171 [...] Andreas Constantinou wrote an excellent write up Operators: service-pipes or bit-pipes ? analysing the current state of Carriers and their failure and confusion to create revenues out of growing internet applications and what they should really focus on. [...] [...] Andreas Constantinou wrote an excellent write up Operators: service-pipes or bit-pipes ? analysing the current state of Carriers and their failure and confusion to create revenues out of growing internet applications and what they should really focus on. [...]

]]> By: unrated - mumblings of a mobile entrepreneur http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-73 unrated - mumblings of a mobile entrepreneur Thu, 16 Nov 2006 13:22:28 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-73 [...] Over at Visionmobile, Andreas Constantinou wrote an excellent post about how tier-1 mobile network operators (MNO) have been fledgeling around and generally missing the point. Not only that, he gives them some excellent ideas on how to get back on top as well. [...] [...] Over at Visionmobile, Andreas Constantinou wrote an excellent post about how tier-1 mobile network operators (MNO) have been fledgeling around and generally missing the point. Not only that, he gives them some excellent ideas on how to get back on top as well. [...]

]]> By: Jason Devitt http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-71 Jason Devitt Wed, 15 Nov 2006 18:16:15 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-71 I agree with that. Let's put it this way; for both sides of the market - consumers and CPs - DoCoMo's mobile data service at launch was better than any service in the US or Europe *at launch*. But looking at the subsequent evolution of the market in all three areas, I think the US and Europe have caught up and in some respects overtaken Japan. All of the positive changes in the US and Europe were afterthoughts as you put it, and DoCoMo didn't afterthink enough. BTW, the point of <a href="http://www.brash.com/brash_dot_com/2006/11/content_is_the_.html" rel="nofollow">my post</a> this week is that none of this should surprise us. That's not because the MNOs are 'slow' or 'dumb'. It's because the direct revenue from mobile content will never be enough to matter to them, unless voice revenue collapses completely. The primary value of mobile content to the MNOs is that it allows them to sell more voice minutes, by winning consumers away from other MNOs. Creating the best possible environment for CPs is actually bad for them, because it would quickly lower the bar for CPs to executing across all operators at the same time. I agree with that. Let’s put it this way; for both sides of the market - consumers and CPs - DoCoMo’s mobile data service at launch was better than any service in the US or Europe *at launch*. But looking at the subsequent evolution of the market in all three areas, I think the US and Europe have caught up and in some respects overtaken Japan. All of the positive changes in the US and Europe were afterthoughts as you put it, and DoCoMo didn’t afterthink enough.

BTW, the point of my post this week is that none of this should surprise us. That’s not because the MNOs are ’slow’ or ‘dumb’. It’s because the direct revenue from mobile content will never be enough to matter to them, unless voice revenue collapses completely. The primary value of mobile content to the MNOs is that it allows them to sell more voice minutes, by winning consumers away from other MNOs. Creating the best possible environment for CPs is actually bad for them, because it would quickly lower the bar for CPs to executing across all operators at the same time.

]]> By: Andreas Constantinou http://www.visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-69 Andreas Constantinou Wed, 15 Nov 2006 08:25:23 +0000 http://visionmobile.com/blog/2006/11/operators-service-pipes-or-bit-pipes/#comment-69 Jason, Having read the Wireless Watch article you point at (a great historical overview, by the way), I 'm wondering if there is a third (c) conclusion in addition to the list of your earlier two. I.e. (c) DoCoMo restricted the market for CPs and when they had to open up to flat-rate pricing due to KDDI competition, they left all their CPs stranded in a restrictive business model, unable to compete with the off-portal ringtone providers. In which case I think I agree with you that DoCoMo was too heavy handed and not offering enough 'openness' and a broad-enough variety of revenue models (e.g. premium SMS, advertising, etc) that would let CPs innovate and survive against the 'flat' competitive landscape. BTW, in Europe operators opened premium SMS up to third parties mostly as an afterthought, and not as a premeditated strategy IMO. In conclusion, my view would be that DoCoMo probably is a <strong>practical</strong> role model for service-pipes in opening up the network and handsets to CPs, but <strong>NOT</strong> in they way that strategy was <strong>executed</strong>. Andreas Jason,

Having read the Wireless Watch article you point at (a great historical overview, by the way), I ‘m wondering if there is a third (c) conclusion in addition to the list of your earlier two. I.e.
(c) DoCoMo restricted the market for CPs and when they had to open up to flat-rate pricing due to KDDI competition, they left all their CPs stranded in a restrictive business model, unable to compete with the off-portal ringtone providers.

In which case I think I agree with you that DoCoMo was too heavy handed and not offering enough ‘openness’ and a broad-enough variety of revenue models (e.g. premium SMS, advertising, etc) that would let CPs innovate and survive against the ‘flat’ competitive landscape. BTW, in Europe operators opened premium SMS up to third parties mostly as an afterthought, and not as a premeditated strategy IMO.

In conclusion, my view would be that DoCoMo probably is a practical role model for service-pipes in opening up the network and handsets to CPs, but NOT in they way that strategy was executed.

Andreas

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