Thursday, October 16, 2003
Kevin Werbach on "dumb" connectivity
Kevin Werbach's werblog says
The money today is in the apps on the edge, hardware, and of all things, dumb connectivity. The first one explains Microsoft's presence at the Telecom Show, the second one explains the large Intel and HP booths, and the last one is what carriers don't want to hear. If you talk to US mobile phone subscribers, though, I bet you'll hear far more complaints about coverage and network speed than lack of services or high prices. The first user-facing telecom company to execute the Dell/Wal-Mart model -- being the efficient commodity provider -- will make a killing. (Partly because they will kill their competitors.) Not that this is an easy task. Legacy billing systems and legacy culture are huge hurdles to overcome. The "services" alternative, though, is a mirage. The few exceptions like NTT DoCoMo only prove the rule.Right on, Kevin! But the word's "stupid," not dumb. Dumb originally meant "mute" and then got an extra meaning because people thought that mute people were stupid. But t'ain't necessarily so. So the right word is "stupid." In my humble opinion.
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