Friday, February 23, 2001
Interesting pair of articles on Silicon.com. In this one, Richard Branson and the CEO of Orange, a UK wireless provider, say that content will rule wireless. In the other, (http://www.silicon.com/bin/bladerunner?30REQEVENT=&REQAUTH=21046&14001REQSUB=REQINT1=42872) Olav Ostin, UK managing director of global venture capital firm ETF Group, says half the 3G companies will be gone in a year, and the ones most at risk are the content providers. Makes you wonder who's going to turn out to be right. I think both will be. Content and services will be the driver of wireless, and lots of those folks will get it wrong and go quickly out of business. Also in the second article, there's an assertion that micropayments will be the thing for wireless. See my previous blog for my take on that.