Comments on: Carriers Versus Handset Makers http://gigaom.com/2004/09/10/carriers-versus-handset-makers/ Business, Internet, Technology & Strategy Fri, 09 Jan 2009 11:08:21 +0000 http://wordpress.org/?v=MU hourly 1 By: Venki Iyer http://gigaom.com/2004/09/10/carriers-versus-handset-makers/#comment-3597 Venki Iyer Tue, 30 Nov 1999 00:00:00 +0000 http://gigaom.wordpress.com/2004/09/10/carriers-versus-handset-makers/#comment-3597 Dude, Can I have some of what you are smoking? Serously, the OMA stuff, along with DVB-X (or whatever it is called these days) just provides a *STANDARD* mechanism/interface/API (take your pick) for content delivery to any manufacturers handset. Will manufacturers actually try to set up the direct business relationships w/ content providers? I don't think so. Will moto or nokia or ericsson or samsung, for all of their handset biz, jeopardize their fairly lucrative RAN and CORE infrastructure businesses? NOT! I agree with you about the long-term (10 years from now) though. Cable/DSL/mobile operators will turn into bit-pipe providers, and consumers will be able to get content/applications directly from providers. With voice being just another such app. What does this long-term shift do for content? I think it finally makes them king, for all of a few days - if you think viewership is fragmented now, just wait for 10 years from now. You might actually be making money off your blog. :-) Dude,

Can I have some of what you are smoking?

Serously, the OMA stuff, along with DVB-X (or whatever it is called these days) just provides a *STANDARD* mechanism/interface/API (take your pick) for content delivery to any manufacturers handset. Will manufacturers actually try to set up the direct business relationships w/ content providers? I don’t think so. Will moto or nokia or ericsson or samsung, for all of their handset biz, jeopardize their fairly lucrative RAN and CORE infrastructure businesses? NOT!

I agree with you about the long-term (10 years from now) though. Cable/DSL/mobile operators will turn into bit-pipe providers, and consumers will be able to get content/applications directly from providers. With voice being just another such app.

What does this long-term shift do for content? I think it finally makes them king, for all of a few days - if you think viewership is fragmented now, just wait for 10 years from now. You might actually be making money off your blog. :-)

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