Last few days, there has been frenzy of activity around laptop makers – Dell, HP, Sony and Panasonic – making noise about the fact that they are going to include 3G (EVDO/HSDPA) modems in future machines. It is a welcome development, but makes me wonder why this frenzy? I suspect this will help laptop guys make up for the vanishing margins in their core hardware business. By becoming “wireless resellers” they are hoping to capture a piece of the subscription revenues. I am not sure what the uptake for these services is going to be, but one thing is for sure, this is good news for 3G wireless modem makers – Sierra Wireless and Novatel. I wonder when Apple is going to include WAN connectivity in its Powerbooks, especially the 12 inch version.
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