20051207

CAPEX and the city - curb your enthousiasm or six feet under

Cheers : Vodafone had to release some exciting news to their shareholders ? Welcome to their global mobile TV service ! The content looks fine (top HBO series, the UEFA Champions League...), but we're talking 3G W-CDMA TV and this isn't likely to solve their capacity troubles : if you want to watch Sex And The City on your mobile phone, your operator needs to play Capex And The City first (or better : switch to DVB / DMB). Farrington Road Films understood so well how much work had to be done they named their m-soap "Brick' it". Who knows ? there are more 3G network operators in the UK than there were little pigs in the tale, and more than one could have a house made of stone.
Fewer fireworks for the launch of
ALDI Talk ; the hard discounter doesn't care about 3G nor mobile TV yet : Medion mobile simply target 750,000 subs interested in the cheapest voice money can buy (5 cents a mn or a SMS among Aldi Talkers, but triple that if you want to reach anyone else). EPlus are supporting this MMinus, which could outperform USA's Movida despite the impressive Wal-Mart - Cisnero Group combo (it's the economy, stupid - who cares about services ?).
Remember Vivendi's Xfera ? The Spanish 3G greenfield MNO will as initially planned launch for the World Cup in June and draft 600,000 customers by the end of that year. Too bad our Don QuiXfera went for the 2006 World Cup windmill instead of the 2002 one. Hutchison Whampoa are considering taking over this X-file.



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