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Home Page Editorial
(May 21,  2001)

From Publisher and Managing Editor's Desk... 

Mobile computing and wireless Internet continue to occupy the mindset of business journalists and IT professionals. After all, dot.com businesses have had their day and rest of IT is uninteresting. So what is new about wireless?

We make some observations on a couple of news items which did not catch our weekly newsletter. 

  1. RIM in the News - Facing Competition from an upstart and also Winning Patent for "Always-on" E-Mail Technology

Danger Inc. of Palo Alto has just announced an inexpensive handheld device to challenge RIM's domination in always-on e-mail devices. At press time, very few details were available to validate this claim. No doubt, RIM will face more competition in future. But they continue to have a momentum and an advantage for some time.

As far as  patent licensing of "always-on" technology, we are not sure whether it is enforceable.  For a device to be "always on", you just need to be equipped with a wireless modem (or more accurately a transceiver), an antenna and be powered on. Rest of the trick is in the communications software.  Look for more on this news item in future from this site.

  1. Problems with 3G infrastructure and Consequent Delays

Short-term  prospects of 3G in North America and, to some extent, in Europe are uncertain. NTTDoCoMo is going full speed ahead in terms of registering significant profit and in its march towards 3G implementation later this year. We at MobileInfo do not get concerned about minor problems with 3G network implementation time table in Japan or Europe. In fact, we would be concerned if somebody said that there were no problems. We do not think it deserves press coverage. These delays are not critical, nor these are unexpected. We must remember that 3G is not an upgrade of Windows 98 to Windows 2000. It is a complete change of hardware, antennas and software. In fact, thorough testing of a change of this magnitude is extremely necessary. BT of England need not rejoice and think that it would gain any competitive advantage over NTTDoCoMo by successfully implementing the first 3G network in the world. Objective should not be to be clocked as the first in this race. Instead, objective should be to implement a significant network infrastructure with adequate coverage, speed and reliability, then deliver killer applications at the right price and finally become profitable soon.  By these measures, Japan will stay ahead with Europe in second position and North America a distant third.

  1. There is Money in Professional Systems Integration Services 

Against this preoccupation of the network carriers, large systems integrators like IBM who are working with end user enterprises are bullish about wireless. IBM is hiring 5000 wireless professionals in 2001and expects billion dollar in professional services  This is purely for initial requirements analysis, pilot application development and IT infrastructure to support these applications. Other companies like EDS, Brience, KPMG and others are experiencing the same growth in wireless services. Aether may be facing profitability problems because of its uncontrolled acquisition strategy. 

Chander Dhawan - Your Site's Principal Consultant and Publisher

Do you want to make any comments on this editorial? Send us an e-mail.


Related Resources:
Past Editorials
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