Emergic: Rajesh Jain's Blog

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…From VAS Operator to Mobile Computing Operator

September 15th, 2008 · 3 Comments

Yesterday, I outlined the first part in a pathway to creating an innovative plan in the mobile data space. Here is the second part.

How do things change in a 3G world? They become even better. SMS can continue to be the trigger for driving people to the mobile Internet. Rich Media, Richer Monetisation.

With this multi-monetisation model, the groundwork is in place for the final horizon. This involves leveraging the richness of 3G with an i-mode-like open content and applications platform, and microbilling to create a data MVNO.

No one has done an MVNO in a data-centric world. No one has created an MVNO where the focus is not on voice tariff arbitrage but what better handsets with more screen real estate and high-speed networks can enable.

I call this entity a mobile computing operator – one which combines the power of mobility and computers with the openness and variety of the Internet. This is the endgame in the world of mobiles – a future that will emerge first in markets like India.

The market opportunity in India alone in two years could be worth $1 billion. The potential opportunity globally could be 5-7 times as much. At $7 billion, this would be equivalent to Paid Search in 2005. From there, replay the Internet revenue story in the mobile world with a five-year time lag.

With every new platform, there is a new global winner. A different paradigm is needed in the mobile space. And there is no better market than India for launching the new paradigm and the next platform.

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3 responses so far ↓

  • 1 Vishal // Sep 15, 2008 at 8:52 am

    Rajesh – How does 3G help more.
    Is it faster networks and data transfer at less cost that will help.

  • 2 Mehul // Sep 15, 2008 at 8:40 pm

    Do you have any idea for what will be the price for 3G services?

  • 3 Blog Past: Mobile Computing Operator // Oct 11, 2009 at 5:00 am

    [...] Industry (Nov 08) – SMS Space Competition (Oct 08) – From SMS Subscriptions to VAS Operator… – …From VAS Operator to Mobile Computing Operator (Sep 08) – Enterprise IT Operator (Sep 08) – Invertising (Sep 08) – Next Mobile Opportunities (Aug [...]

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