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It is more possible to become a stable, low-growth market. Therefore, it's no use being hasty. [+] Will the advent of 3G lead to a reshuffle of WAP market? Despite continuous setbacks since 2000, telecom operators have never stopped efforts in the mobile Internet market. Theoretically, Moternet, the...
3G value-added services will be cheap, but not so cheap as you have expected. [+] The pricing of video phone service As a result of the fierce battle for subscribers between operators, 3G value-added services eventually become a secondary role. In the long-term, however, mobile subscribers will...
Operators always seek to avoid direct discount. [+] The 3G war in Taiwan started 5 years ago. In the previous sessions, I envisioned the post-restructuring 3G fee rate war in mainland China, and provided suggestions on the offensive and defensive strategies for operators. However, as those are just...
The key of the attack and defense between operators is the fee rate. [+] Fee rates reflect the mindsets of operators Telecom services are basic services. The prime goods involved are "fee rates" (and "terminals" too). Selling communication services is like selling bottled water. It is difficult to...
As a matter of fact, each of these operators has more than 100 million subscribers to deal with. [+] Are there bystanders in the 3G market? One interesting question: is it possible that, having obtained their 3G licenses, the 3 new operators, i.e., New China Mobile, New China Telecom and New China...
There is only one price killer in the market. [+] New China Unicom has had a good start Through the restructuring, China Unicom finally is able to get rid of its long-time burden, the CDMA network. With both the GSM network and the CDMA network, it has had troubles in operating costs and branding....
Would existing GSM subscribers be its assets or liabilities? [+] New China Mobile as the forerunner In a winner-takes-all market, the forerunner would have considerable leading edge. The New China Mobile with its TD-SCDMA, the New China Unicom with its WCDMA and the new China Telecom with its...
There might be 2 big and 1 small, or 1 big and 2 small operators. [+] 3G might have 3 versions. On May 24, 2008, Ministry of Industry and Information Technology and National Development and Reform Commission of the People's Republic of China jointly published Notice on Deepening Telecom Structural...
Viral marketing will be the key word for marketing in the Web 2.0 time. [+]The history of SNS Last month, AOL's purchasd Bebo, the largest social networking site in Britain, for USD 850 million in cash. That once again highlighted the value of SNS (Social Networking Service). In the United States,...
Each time the Widget site receives a "delivery call", it is expected to generate revenue. [+]A new term: Widget Widget is another popular new term after Blog and SNS. So far, there seems to be no proper Chinese equivalent to it. Literally, it can be translated into something like "small tool", or...
As a matter of fact, Apple's understanding of Internet remains to be around computers, not handsets. [+]The rises and falls of Apple In March 2008, Apple, led by "legendary" Steve Jobs, topped Forbes Most Respected Companies in the United State, where Google ranked No.4 and Microsoft far behind -...
Nokia must turn itself into a platform, which must be more open than existing ones. [+] Handset operating systems are getting increasingly unimportant. In the mobile communication industry, Nokia is a legend of invincibility. According to the data released at the end of January, Nokia sold 134...
What's the difference between Yahoo! MDP and Google Android? [+] Isolated and multi-standard industrial environment If you have developed a PC-based website, what you are most concerned about would be how to attract users, instead of whether your web pages fit the sizes of your users' screens. With...
Success or not, Google has made a smart move to bid for the license. [+] The conflict of mindsets of two industries Rumors about Google's introduction of GPhone have been flowing around for quite a long time, but never confirmed. Nobody had any idea about how ambitious Google's blueprint was until...
A gradual blending of old and new. [+] Web 2.0 is direct marketing In the traditional business world, it may not be difficult for start-ups to innovate or produce good products, but it surely takes much more efforts for them to channel products to end-users. Finding a channel may not be very hard,...
The user-base size of a Web 2.0 website is determined by the social class it targets at. [+] The social class a website targets at determines its size The take-off of Web 2.0 has drawn in a huge number of startups; however, the prospects no longer look so rosy. Lots of websites are on the verge of...
Why the user churn rate of Web 2.0 websites is so high? [+] Users' typical Web 2.0 experience Mr. X is an ordinary white-collar worker. He uses the Internet to search information and contact customers at work, and after work he may spend some time on the Internet for leisure. The Internet is a...
