Pay-Buy Mobile - DoCoMo inside

KTF will pioneer GSMA's "Pay-Buy Mobile" initiative in Korea this summer, a couple of weeks after SK Telecom's launch of a service with Visa International (30,000 3G subscribers from April on).

PBM combines NFC (which should please Nokia) with SIM/Cards techno (which should please operators), and the initial casting of 14 operators from 3 continents looks strong : overall, AT&T; China Mobile; KALL; KTF; MCI; MTN; NTT DoCoMo; Rogers Wireless; Smart Communications; Telenor, TeliaSonera; Telecom Italia; Turkcell, and Vimpelcom claim 900 millions subs.

Yet, don't look for a SK Telecom, a Orange, a Telefonica or a Vodafone out there. The Sympay syndrom ? The fear NTT DoCoMo might steal the show and try to make PBM converge with its own initiatives (FeliCa and EDY through BitWallet) ?

Don't look for a bank either. At this stage.

What I do see though, is a transcontinental initiative with a GSMA label. And only a crosscontinental move could force a change in Europe, GSMA's birthplace. Up to now, a lobbying deadlock has been preventing operators and financial institutions from reaching an agreement and m-payment from progressing towards standardization. No-one wants to lose ground on one's home turf (mobility, financial services), and no-one wants a competitor to succeed (ie banks blocking deals between cellcos and more reactive players like Visa or Amex).

Should this G14 federate a few institutions across - say - Asia and North America, things may change. No financial institution will want to lose the face on that one for too long.

DoCoMo did put a few coins in AT&T and KTF. An expensive dime at a not always relevant time. We are about to know if they were just playing with one-armed bandits or really expecting some payback.

LiMo - stretching Linux Mobile

Launched mid-June 2006 and operational since January, LiMo, the Linux for Mobile Foundation, happens to be a non-for-profit initiative launched by notorious philanthropists : Motorola, NEC, NTT DoCoMo, Panasonic Mobile Communications, Samsung Electronics, and Vodafone all have in common the envy to reshape the mobile internet paradygm beyond the old Nokia-Microsoft rift.

The Foundation Platform, "a Linux-based, open mobile communication device software platform", also reaches beyond Nokia's Open Mobile Architecture (OMA). Opening is definitely in the air : Orange changed its moto for a sober Orange open, and even Redmond has its Microsoft Open License (hey, that's Microsoft, there's to be a license with it).
But true opening has a cost : the ODP / DMOZ recently hiccuped after troubles with its generous patron Sun / AOL, and Wikipedia desperately needs cash to survive because of its growing success. So let's not spit on the hand that feeds the ecosystem - provided the ecosystem remains clean.

Anyway, Linux over mobile is good news for consumers, operators and manufacturers who focus on hardware. Cellcos decide to remain involved in their own future : they let 3G to Nokia, Ericsson and Qualcomm who didn't do the best of jobs, they don't want to miss the next steps at the OS as well as at the network level (ie LTE).

* limofoundation.org - soon to lose its fully open DNA : the homepage's title reads "LiMo Foundation: Welcome" but if you google the foundation, it still appears as "SourceForge: Welcome".

3GSM 2007 - A brave new World ? A new and improved Vodafone ?

This week, Vodafone decided to send a few messages to the market :
- Purchase of Hutchison Essar ($11.7bn for a 67% controlling stake... provided Essar doesn't launch a counterattack tainted with economic patriotism*) : I intend to remain in the World's top 3 operators for subscribers and I'm gonna post exciting growth rates for the years to come. Certainly not for ARPU but I'm investing for the long term. And by the way : I'm still able to invest for higher purposes than the loyalty of my shareholders.
- Another deal with Orange on 3G network sharing : I prefer to invest on CAPEX in India where it will make a difference. I'm bracing for a fiercer competition in mature markets, where I will focus on service.
- An impressive collection of old and new partnerships with almost all major web players (Google for mapping, Yahoo! and Microsoft for IM, YouTube, eBay, MySpace...) : you think these newcomers are smarter and swifter, and you believe they will get the bulk of the value but look ! everybody wants to work with me and I'm certainly not begging for partners. They know who's ruling the game and you don't want to miss this train or else...

At last the big red machine decides to move. But I cannot see much disruption out there. It actually looks like their last smart move in Turkey, only at a bigger scale. I'd like to have more movements in the home / office spheres. Beyond WCDMA900, that is (Nokia providing UMTS900 for SFR after Portugal and Finland). To be continued...

Otherwise, 2007 doesn't look like a year for new paradygms :
- Qualcomm still wants to be the King of the Universe, but its Universal Broadcast Modem (UBM) combines MediaFLO technology, DVB-H and 1seg / ISDB-T without caring much for DMB... a slap on the wrist for those naughty koreans who want to kick it out of their country.
- Quadplays are getting mainstream. The Virgin-NTL combo, Virgin Media, charges £20 for 2, £30 for 3 and £40 for the first no-frills quads (the 125 pound gorilla offers unlimited calls in the fixed arena and 500 mn of mobile babbling plus a monthly data package including £60 in airtime and 1,000 SMS, along with the hardware - handset and PVR). Virgin Mobile will also strengthten its controlled distribution.
- Either terrified by Viviane Reding or cornered by an ever tougher competition, O2 extends My Europe to 31 countries. For £10 per month or £60 per year, business subscribers to My Europe Extra won't be charged for incoming calls whatever the network on which they are roaming. Intraeuropean calls will cost 25p per mn flat.

That could be the best news for 2007 (but for MNO shareholders) : the landline / mobile gap in calling rates is bound to decrease even before VoIP gets fully mobile. The competition goes beyond mobility and furthermore, from the customer's point of view, that's the minimum you could expect from convergence in a broadband world.


* Voda downsizes its participation in Bharti but still keeps a few toes in the venture.

embedded 3G+ and better rates

Strategy Analytics expects a 60% boom for embedded 3G in 2007.
Wi-Fi has already found its slot on laptops*, WiMAX's democratization will take some time, and 3G offers the best bitrate / security / continuity of service mix around.
In the transitional period before the industry adopts embedded connectivity, PC cards will not be as trendy as they used to. USB modems are cool and more consumer-oriented. Less PC-oriented, too, since more devices are to become 3G enabled. SKT proved it last year (with T Login**), KTF a few days ago (with iPlug, a SBSM - Single Band Single Mode - W-CDMA service), and Verizon Wireless today (launching its EV-DO Revision A service with the Novatel USB720 modem announced last year).
Laptops are definitely ripe for embedded 3G and if possible, embedded HSDPA. W-CDMA was too light for many applications run on a laptop, and HSDPA keeps rocking and rolling across the globe. Even in Korea, the country formerly known as Qualcommland, where LGT will launch EV-DO Rev A during the second half : both SKT and KTF are dumping cdma2000 for the W-CDMA - HSDPA - HSUPA - HSOPA roadmap, both will enjoy a nationwide HSDPA coverage this year, and both mean business.
KTF, for example, did launch iPlug with a USB data card, but intends to HSDPA-enable 50% of its handset line-up this year and 90% next year. KTF will have migrated half of its customer base from CDMA to W-CDMA and beyond by 2008 and 100% by 2012.
There is already a fierce competition in subsidies, and data rates should follow soon. SK Telecom just decided to reduce the data fee ceiling (and the level from which benefits are given) from 200 to KRW 150,000, and to slash its "Ting Data Free" flat data rates for teenagers by 30%. Officially, heavy bills deter many customers giving it a try without a flat rate offer (a generally binding and expensive item). But if boosting new usages sounds a noble cause, defending leadership may be a more plausible motivation for Korea's leading MNO : KTF proved a better competitor last year and will strike very hard in 2007. A new marketing culture is being pumped into KT's bureaucracies at the best moment : after years of regulatory hurdles, IPTV and quadruple plays will at last blossom in the Land of Broadband.


* it should keep spreading though, as the extension of the fixed sphere it was meant to be, and often on voice-centric devices - as it does through quad play offers
** see "T Login for HSDPA, EV-DO, WiBro and YouNameIt" (20060920). But today, I would be surprised if SK Telecom and Samsung were not considering embedded 3G+ as a part of their recent international partnership.

"Green Taxi" - follow this cab

London invented pink cabs for the ladies by the ladies ? Seoul replies with its Green Taxis. Don't expect any environmental friendly gimmick : GTs are about removing the fear factor from the cab experience.
It's late and you're alone in the dark. Enter Travis Bickle with his mohawk (a.k.a. Robert de Niro in Scorcese's Taxi Driver). Friend or foe ? You decide to take the chance, but to play it safe you RFIDly download his ID (license plate) on your cell phone. Tadaa : your family knows who's taking care of you and where you are.
And Travis knows he's being watched. He also knows you don't trust him.

The Green Taxi concept ? A frustrated psycho killer driving a paranoid customer.

I prefer another killer application : 3,500 to 5,000 Korean cabs will accept credit cards, including seamless payments with your mobile phone.

iPhone, you Zune - soon on Apple TV

Apple reached an agreement with Cisco on iPhone trademark issues on time for MacWorld and the CES.
Apple reached an agreement with Yahoo! on mobile searches and Google on mobile mapping.
Apple reached an agreement with Microsoft on the compatibility between iPhones and Mac / Windows.
Microsoft warned Apple : phones are a tricky business and even Redmond eggheads are struggling. Adding a keypad to your iPod won't solve everything. If it were the case, we would be launching our own Zune phone. And if we knew how to solve anything, we would even have launched a good Zune in the first place !
Apple TV is not so HD (720p instead of 1080p), not so high storage either (only 40G), not so multimedia (games ?), and definitely not so innovative... but anyway, the iPod itself is far from being the best Portable Multimedia Player around. And Apple is Apple.
Is it ?
Apple is no more about innovation but about hype. Apple is no more "Apple Computer" but "Apple Inc". Apple doesn't make computers anymore ; Apple sells Apple.
Sony also used to enjoy the sometimes too comfortable position of the "cool" brand.
Actually, Sony should be leading the multimedia convergence, being into computers, TVs, handsets, game consoles, and even entertainment. It unfortunately tackled convergence with hardware solutions (Memory Stick) while Apple focused on software (iTunes, iPhoto...).
Neither will dominate because either way, the industry doesn't like standards owned by only one of them.
Apple TV will certainly contribute to the democratization of enhanced home entertainment. And iPhones will sell, even at such a high price. But the more they do, the sooner iTunes will be forced to open up, and Apple itself to change business models.

CES 2007 - a cup of T before China-To-The-Home

Another year, another light bulb show on The Strip. The 2007 International Consumer Electronics Show shouldn't bring major disruptions, only display the ability of some players to deliver more goods after Christmas.
Sin City ? Forget the booze and take a cup of T : the time has come for the mass market to hear about terabytes more often. Massive hard drives on one end, heavy entertainment on the other, and FTTH in between, the dice are rolling.
Spin City ? From "Let It Snow" to "Get It Now®", Verizon Wireless adds V CAST Mobile TV to V CAST Music, V CAST Video (YouTube ? YouBet !), Mobile Web 2.0(SM) and co. Yet, VZW won't be the star this year. Qualcomm ? He'll try to fool the paparazzis with his former Korean proteges (Samsung SCH-u620, LG VX9400), but Samsung and LG already displayed MediaFLO handset last CES 2006 and both are openly courting DMB and DVB*. Besides, Qualcomm is still being sued in Korea, where Microsoft is strictly monitored and Intel just decided to cancel a promising R&D center.
Sim City ? Is K-Pop still ruling the show ? LG's Points Of Presence also include dual format Blu-Ray / HD-DVD players and drives, and as far as content (with himself) is concerned, Bae Yong-jun just listed part of his company in Japan, where Yonsama on mobile keeps selling (there, this utterly corny hallyuwood fake is still considered a great actor)... put Helio On Top of it and you may think Korea holds a full house. Except China's massive investments in R&D and entertainment start showing. If not this year, on time for CES 2008.


* speaking of T, DVB-H and Las Vegas : I didn't hear any bird sing on the Hiwire / T-mobile trial.

Year Of The Golden Pig - sorry, no golden geese

This toddler of a blog (established 2 years ago) wishes you a happy new year.
A few days in advance for the solar calendar and a few weeks for the lunar one, according to which 2007 happens to be the Year of the Golden Pig. People born in such a year being supposed to grow wealthy, you want to keep an eye on new ventures.
Yet, investors are worrying : 2007 looks like a financial terra incognita. Something's gotta give somewhere and somewhen but what, when and where ? Up or down ? East or West ? Not to mention Middle East ?
Did China delay its decision on 3G just to wait for a Year of the Golden Pig and give TD-SCDMA a good fat sheng fuishy boost ?
Does the year of a filthy animal mean even higher profits for mobile adult contents and mobile casinos ?
Do Vodafone's new ambitions in India mean the "I" in BRIC will experience a sudden concentration in telecoms... or does the rebranding of Bangalore into Bengaluru mean Indian players will at last claim the spot they deserve in the global markets, sidelining former colonial powers ?
Will big medias end up in manure or will they eventually understand M-VNOood may not be, for them at least, the best way into the US wireless market ?
Stay looney tuned.

Is SKT's MelOn-opoly MP3 game over ?

One day SK Telecom is fined 3.8 billion wons for illegal subsidies and the next 330 million for anticoncurrencial behavior in the mobile music field (these days KRW 1,000 = about EUR 0.827 or USD 1.090).
Even ten times lower, the second punition could be most bitter to swallow : if "subsidies" were a simple breach of clearly written rules (decision by Korea Communications Commission), market dominance demanded a much more complex analysis and reached a much higher level (decision by the Fair Trade Commission). In any case, two blows in a row cannot be considered good news.
The KCC gave SKT 60 days to allow the subscribers to his service to play MP3 files downloaded from other providers.
As seen earlier in these columns, MelOn is Korea's favorite flavor in the juicy market of mobile music, with millions of subscribers paying 5,000 wons a month to download from their mobile phone as well as from the web. Yet, it gives SKT the music major a 60.2% market share on the mobile music market which is only slightly over that of SKT the mobile operator. This isn't what I would call a MelOnopoly. But from the "customer share"'s point of view.
SKT appears to be eventually experiencing the drawbacks of its pervasive strategy, and may not remain free of entering any given market without assuming the burdens of his leadership in mobility. At home at least.
On the other hand, compelled to open up its entertainment / financial / you name it activities could lead it towards even higher ambitions.

Pandora's set top box

The F.C.C. ruled that municipalities had to take quick decisions (within 90 days) regarding video franchise agreements with telephone companies. Due to excessive delays, telcos often cannot compete with cablecos on their highly profitable turf (Comcast & Co charge an average $43 per month, 5% more than last year and double the rate of 10 years ago). And the battle reaches beyond services : rolling out a fiber optic network can be prevented on the ground that it can deliver television and video.
But Verizon & Co haven't won yet. Is the F.C.C. the relevant authority ? Is the American broadcasting ecosystem ready to open all gates at such a crossroads (convergence, DRM issues, free DIY n-to-n casting for everyone...) ?
We already know that USA doesn't mean United Spectrum of America, but things are not that easy in the fixed arena either, where Federal, State and local layers also pile up. We already know that US operators always finish last in the lobbying race : media / content groups are tough opponents and high tech players make sure the game remains open to all of their kind.
Ten to fifteen years ago, Europeans would dream of a US like market where local calls would be free and hundreds of TV channels available to almost everyone.
Nowadays, I guess many US players are envying their European counterparts. If they cannot even leverage on the scale of their own country / continent, they should be worrying about yet another set of competitors (Asia, Middle East, you name it).

Skype Web TV - Life is a Venice beach

"The best of the Internet with the best of TV" ? Here's The Venice Project by Janus Friis and Niklas Zennstrom*. Maybe the founders of Skype were jalous of MySpace and YouTube. Maybe they think they could have asked more from eBay.
If they want to outscore these video whiz kids, I'm afraid they'll have to offer the worst of the internet with the worst of TV... in which case they'd better rename it The Santa Barbara Project.
Unsurprisingly enough, the techno relies on peer-to-peer and the founders are not worrying about DRM issues. They can talk about advertising revenues but they can't fool us. Their customer is not the end-user anymore. They understood the customer is really king when he means business and offers big bucks. Especially when he knows how to negociate with major broadcasters and editors. Heck, he could even be one ov'em.
For those who missed the previous platforms, please take your ticket.

* "according to FT.com : Skype founders to offer web TV" (20061217)

TF1 Sat bis with Bouygtel ?

France's TF1 group seems to be ready to strike again. After losing ground to competitors (LCI challenged by iTelevision, BFMTV and France24, TPS wolfed down by CanalSat, TF1 itself targeted by TNT bombers - French free DTV channels...), TF1 took a large slice in Groupe AB.
That was enough to revive rumors of a new satellite adventure. France's leader in audience would start late but with a total freedom of movement (no M6 around anymore), a strong brand portfolio and a vivid crash test experience.
Other rumors can now be reignited as well : a SKT-TU Media like combo with Bouygues Telecom, new international partnerships...
For the moment, TF1 Group focuses on France's 2007 Presidential Elections. An ambitious satellite program demands a powerful launching pad and Martin Bouygues has been betting on Nicolas Sarkozy from the very start.

Crash Test Thumbies

The ITU released "digital.life", the 8th part of its "ITU Internet Reports" started in 1997.
In this episode, the young wizzard Harry Wireless Potter experiences new powers with his thumbs. Even the nerdest readers may learn some useful tricks like the origins of the word "avatar" : "I'm not wasting my time in silly games, Mom - I'm paving the way for the descent of God". Dubya may object this rather Darwinian approach doesn't leave much room to the Intelligent Design theory according to which the rise of the Thumb Generation was programmed from the start by the God of Operators.
Like all reports, this one was obsolete even before being released, but as an history book it has some virtues and I found it quite refreshing. It was like reading a old series of articles published ten years ago (remember the digital world of tomorrow, the sociological and psychological impacts, the new id and all those paradigm shifts ?) but with the actual figures instead of wild projections.
Now 2 billion mobile subs could have sounded wild ten years ago.

888.com mobile and other crimes

You can draw but you can't hide. Poker and casino invaded our screens and not only in the late night hours, where other non glamorous but lucrative programs used to rule (porn, TV shopping...). People enjoy watching other unathletic nobodies become wealthy superheroes just like that, sitting at a table. Later, when they turn to dumb their online gaming automats, they believe each winning streak is due to their talent and each losing one to bad luck. Gibraltar-based virtual casinos can submerge all European medias with their greenbacks ; they know the ROI will be huge.
And this goes far beyond the Rock and your usual sin cities : if Macau SAR gladly returns to the colonial rule of the roulette, Tony Blair also wants to turn Brighton & Hove into Western Europe's Las Vegas. Never mind those medical reports on gambling addictions (nor the statistical reports : half a million French citizens hooked to online poker within a few months !). In the US, one can wonder if the theo-cons who recently managed to have some speakeasies banned are not themselves involved in legal joints. Religious fanatics actually served as a convenient cover-up for the main lobbyists : Sin City Inc.
France's most vocal moral safeguards happen to be the two public-controlled incumbents : La Francaise des Jeux (lotteries) and the PMU (horse racing). Both enjoy legal monopolies and mean to keep them. They can read Nielsen Netratings and they know that in the UK, The National Lottery only holds 35% of the sweepstakes sector, followed by a pack where William Hill (6.3%) and Ladbrokes (5.6%) seem about to be overwhelmed by the new tide (6.2% for Partygaming, 4% for Pacific Poker, 3.7% for Cyberslots...).
FdJeux sponsors a cycling team for a few million euros a year and just couldn't let newcomers massively sponsor most of the Ligue 1's pro soccer teams. The incument got Bwin's top executives arrested but also, and as a side effect of this rather mediatic event, the attention of Bruxelles. As a proof of its moral virtues, FdJeux just decided to start a campaign to sensibilize the public to the dangers of over-gaming... after decades of shameless aggressive marketing campaigns.
Meanwhile, 888.com Mobile was launched late last month. Anyone can download the program for free (but for the telecom- and, of course, the gambling part) and the company claims a 85% coverage of the European market because 340 devices are supposed to be compatible. The die is cast, "faites vos jeux, rien ne va plus".
US players crushed by the Unlawful Internet Gambling Enforcement Act of 2006, European players waiting for a clear legal framework... will Asia become the ultimate eldorado (even if the 2nd Mobile Gambling Summit Asia didn't bring any major disruptions) ?
MNOs want their share but fear for their image... They can do cute things* but big bucks may involve meeting with wiseguys and goodfellas, or even getting nasty. Dealing with timeslots backstage definitely looks simpler than dealing cards or managing slot machines for your customers.


* see "iPub by O2 - boozer friendly" (20060301)

You are Commander of the T-World

SK Telecom are sipping T more aggressively than a Liptonic britton. After TTL, Ting, TU Media* - , T Roaming or T-PAK**, they branded their new one stop online experience T-World (tworld.co.kr), yet another layer between SKT and its services brands. The logo appears on many ads and looks like a big orangish T (which should please both T-mobile and Orange) popping out of a screen. It nurtures its own "events" such as a T World festival.
The T World website mostly constists of a frame connected to all the other brands websites.... Definitely less interactive than "You are Commander", SKT's latest MMORPG.

Remember the MOMU*** ? SKT decided to launch an international version of its online Mobile Museum. Forget the "museum" thing. This "Global MOMU 2006" (eng.momu.co.kr) appears to be a display for SKT's latest services, technos and solutions ; the perfect pedagogic tool to serve its international ambitions.


* now dubbed "Real DMB TU" - a positive way of distinguishing SKT's pay S-DMB from free T-DMB, which doesn't hold virtual market share as we recently discussed (20061124) in "3M DMB subs - SBSM on its way", in which I also mentioned RFID, but without mentioning SKT and KTF's latest shows of mobile RFID and instant payments at RFID/USN Korea 2006 as well as across U Seoul. Not the University of Seoul but "Ubiquitous Seoul", the expression covering the NFC / WiFi / Wibro / Whatever cloud envelopping Korea's capital city. Koreans love to label everything with popular expressions. Like "Well Being" (pronounce "wellbing"), "Ubiquitous" is becoming a "must have" flavor. All high tech brands have now their ubiquitous exhibition lounges for trekkies (including SKT's U World, a virtual town exposed in last year's edition of U Magazine and a little bit more animated than T World).
** see "Pervasive Korea in US, China, Vietnam..." (20061030)
*** see "Finding MIMO ? after MoMu and MoMa" (20050422)

3M DMB subs - SBSM on its way

SK Telecom should hit the 1M mark by the end of this year for its TU Media S-DMB service (4% of which being in-car accesses). T-DMB claims 2.2M users because the service comes for free... but for the handsets, whose prices are bound to decrease : over 2.5M T-DMB devices sold this year, good news for Korea Inc.
Now its KTF's time to shine with a first : W-CDMA - HSDPA SBSM handsets are to be released within days.
And yesterday, the draw was held for Seoul Sup Hillstate appartments (Seoul Forest Hillstate). Among other home networking gizmos, the lucky winners will have an elevator waiting for them each time they park their RFID-enabled cars at their parking spot. From their terrace with jaccuzzi and BBQ, they will enjoy a breathtaking view on the Han river as well as on the collapse of the real estate bubble.

MVNO commodities

In France, mass distribution eventually makes it into the MVNO arena* : after Auchan Mobile (by Auchan Telecom - auchantelecom.fr) on SFR, Carrefour Mobile (carrefourmobile.fr) picked up Orange.
If Auchan's Hyperlibre prepaid cards claim a fun and content factor, Carrefour delivers a much cheaper message : mobility metaphorically lies on the same shelves as eggs, mineral water or pasta, the equivalent of commodities in foods, basic products for which the World's #2 retailer holds an impressive market share.
Not as impressive as that of #1 Wal-Mart if it were to purchase Carrefour... but right now, WM has its own fishes to fry in the US (Movida - only 100,000 subs to date and 500,000 expected by the end of 2007) or in Germany, where even hard discounter Aldi* struggles.
A retail and / or financial know-how definitely makes sense for tomorrow's MVNOood (and Rabobank is considering its home market in the Netherlands), but it takes more to succeed than a strong brand or an expertise, be it in content (look at Disney struggle in the US and postpone its launch in the UK). A MVNO is a service provider and service should remain the major, even with a discount / content / mcommerce / mwhatever flavor. Pure players can succeed provided they can - well - provide and deliver the goods (ie TracFone - tracfone.com).
Consider Mobile ESPN's failure in the US : ESPN is a beautiful brand but only a one channel brand. Like TF1 Mobile, you like to have it on your mobile but you want all other channels as well. Quad players stand a better chance : Qwest Wireless makes a living, but US cablecos have yet to really enter the race (Comcast with T-Mobile again ?). In the UK, the NTL - Telewest - Virgin / NTV combo should deliver because Virgin being Virgin, Virgin Mobile refreshes the parts other MVNOs cannot reach.

Niche MVNOs keep blooming and ethnic MVNOs flourishing : MobiSud** targets Europe's Moroccan community, Ay Yildiz (ayyildiz.de) the Turkish diaspora and Red Pocket Mobile delivers 24/7 Mandarin and Cantonese service in the US. Others prefer to focus on the "international calls" dimension of the service across minorities, like Oblio Telecom's Bravo Cellular in the US or Ortel Mobile in Belgium (ortelmobile.be).
In a Marketing 101 frenzy, Firefly Mobile (fireflymobile.com) targets mobile kids, Xero Mobile (xeromobile.net) college teens***, Jitterbug by Greatcall (gojitterbug.com) seniors and technophobic Baby Boomers, and as the name suggests, GAYmobile (gaymobile.dk) doesn't target homophobes. No one dares launching a truly green mobile service but you can still subscribe to a feel-good provider : Call4care (call4care.nl), which federates all major NGOs including the Red Cross.
Yet, youth-oriented MVNOs remain the main variety.
And a demanding job. Ask Helio, which reached the audience it wanted, but not the kind of wallets it expected. The younger generations love the handsets but SKT and EarthLink would rather have them actually purchase the damn gizmos.
Amp'd Mobile isn't playing in the big leagues either with its 50,000 customers, even going on 150,000 by the end of the year. Yet, it goes international : Canada with TELUS (now a major shareholder) and Japan on KDDI (TTM march 2007). I don't think Amp'd impressive slugging average (a $100 ARPU) will remain that high when the saint subscribers go marchin' in, but Let's see if TELUS can be as efficient as Sprint Nextel with Boost Mobile (boostmobile.com).
To be continu'd.


* Virgin, FNAC or Darty happen to be retailers, but with a strong flavor / major.
* see "CAPEX and the city - curb your enthousiasm or six feet under" (20051205)
** see "MSN, Mobile Centric, Mobisud" (20061019)
*** if they really want to launch next January, they must first target deep pocketed and short sighted investors

Geotagging and slipping like a log

Context, context, context, location, location, location...
You already can sort your travel pictures on a map with Google-Picasa or Yahoo!-Flickr, and videos should follow soon. But you still depend on a mapping service provider for the location match.
Storing is one thing, organizing another. And it's scary how much digital content you can produce and forget.. ' better let the techno do the job and slip a few logs while you sleep like a log !
Some high end Nikon cameras already geotag directly photo-files through GPS plug-ins, and tomorrow's mobile picturephones / videophones should be able to do this seamlessly. Actually, your cellco should encourage you to upload any info you can add on any given location (photo, video, memo, the vcard of a store...), and share if possible.
Eventually, I guess we'll virtually carve on every tree we pass by : here I took a picture of a monument, there some crook stole my handset, there again he used it to purchase a watch... and I guess here is the public phone from which I called my lawyer.

Pervasive Korea in US, China, Vietnam...

SK Telecom seems to speed up its internationalization process, more than doubling its subscriber base in Vietnam within one year to reach the 1M mark and targeting 4M by the end of 2008, which would at last sound like a significant position overseas.
But investors tend to be more impressed by less spectacular moves on more demanding markets and Helio doesn't seem to claim many customers in the US. Yet, SKT's UI, T-PAK, is coming up on some Motorola handsets soon. And NATE just locked interesting deals on mobile search engines with Google, and on telematics and in-car entertainment with GM Daewoo cars (TTM 2008) : telematics through NATE Drive, movies through Cizle, music through MelOn... Korea's leading cellco is eventually leveraging on its Jeju Telematics trials*.
Middleware, content and enablers are a surer bet than airwaves, even if Korea Inc keeps pushing its own technos : strong presence during the 2006 China Int’l DAB/DMB Forum & Expo in Beijing, recent deal clinched on WiBro in the US**...
Airwaves do cross the seas, but the other way : W-CDMA / HSDPA were already gaining momentum thanks to SKT and KTF, and now LG Telecom announces GSM-enabled phones by the end of the year. Of course, LGT will invest KRW 400 bn in EV-DO rA over 3 years (including 170 BS in Seoul), but only 15 will be spent by the end of 2006 instead of the 40 planned earlier.


* see "Jeju Telematics celebrates the wedding of GPS and DMB" (20060510)
** Neupara from Columbia, MD (neupara.com), chose POSDATA for its 2.3GHz WiBro trial in the US. Posco's subsidiary joins Samsung in the US market and Neupara keeps pushing Korean technologies after T-DMB in India. Its CEO, Mr John J. Shin, happens to be a Korean-American.

MSN, Mobile Centric, Mobisud

In the latest Orange - Microsoft deal, France Telecom's DNA prevailed over Hans Snook's. France Telecom the incumbent and former monopoly, not France Telecom, the brilliant innovator and solutions provider, father of the CNET (now France Telecom R&D).
Competitors can worry now that two major predators team up in the convergence arena. They're meaning business, market share and furthermore, share of client.
Bouygues Telecom remains a Microsoft partner, but with a less exciting revenue sharing deal and a smaller pie to share. And don't count on i-mode for a long lasting differenciation. Convergence ? Sorry lads, rival SFR keeps an eye on your pal Neuf cegetel (as a strong minority shareholder and a friendly M-VNO host for Neuf Mobile) while building an ADSL offer on the ashes of Tele2 France.
"Mobile Centric" SFR also promotes its own SFR Messenger and a teletubby-sounding Happy Zone. Cute, but will this stop pervasive MSN and ubiquitous unik ?
In a cross continental move, Vivendi is building a telecommunity MVNO on SFR's network through another subsidiary, Maroc Telecom. MobiSud* will naturally serve France's strong Moroccan community as a start, but Telefonica should expect quite a few skirmishes accross the Mediterranean ring.

* dot fr or dot com ? Both have recently been locked, the latter by the adco JumpFrance.