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Topic: Living in the past: an optimistic view of mobile data revenues
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Big Ron  2
08-15-2003 03:02 PM ET (US)
I for one don't agree (what else is new?!) To find THE areas with growth potential... follow the USAF. In Afghanistan and Iraq, they've all-but wiped out the landline networks, and in both cases, reconstruction is based very heavily on mobile networks. They're quicker, easier and more convenient to set up. While I'd not suggest that Afghanistan is going to become a powerful example to the world, Iraq... maybe. When they sort out their current problems, they're going to be the ONLY industrial nation in the world where mobile phones are the backbone of communications. The race between GSM and landline is being restarted there, with GSM being given a head start. If they get the pricing right, it's a start they should be able to maintain. With oil revenues (what's left after GW's campaign-donors have been paid-off with lucrative contracts) they're going to be affluent, and able to afford modern phones. And they're a sizeable market - worth getting involved in. If they develop the experience, the whole middle east speaks much the same language and that experience means they don't need to repeatedly re-invent the wheel (unlike incoming competition) So... my (superficially unlikely) nominee for "Mobile Giant" in 2010 is -Iraq.
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