With the 3G policy expected by the end of the month, Knowlege@Wharton has a podcast on 3G in India, interviews with Ravi Bapna, a professor of Information Systems at the Indian School of Business and Arun Sundararajan, a professor at New York University’s Stern School of Business. Some comments that I found of interest:
“…their could be potential scenarios where virtual operators and infrastructure players having really strong expertise and virtual monopolies, and service delivery operators trying to give value to the customer, focusing on content…I don’t think the mobile industry as a whole is doing enough of that – they’re not really fostering the kinds of software communities that the Microsoft or the Google go out and do out there.
[…]
As things move towards being IP based networks, the notion of owning a proprietary network in order to offer a communications service will be less of an issue…a lot of innovative content can be come with 3G, particularly localized search. 3G will be more than incremental, and getting it right will be important. The amount of spectrum that will be allocated will be relatively low, compared to other countries like Korea. They’re fairly thin bands..around 5Mhz. That will limit the extent of 3G rollout. The alternatives for Internet access are fairly minimal, with 8-9 million wireline subscribers, a couple of million broadband – the potential is immense.”
Hear the 19 minute podcast at K@W.
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