Mobile Carriers-Capacity constraints coming up.


I just came across some utilization info of mobile networks in this country. And indeed its impressing. Leaving details to the reports of the networks supplier one investments hypothesis is emerging around Ericsson, Cisco and other networks vendors. Have the analysts been taking height for the investment needs at the major telcos coming up, due to mobile data cards, smartphones M2M applications etc. Looking at valuations Ericsson f example runs on a 5 year low and ratios are increasingly attractive. More on this might come later.

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Realtime Dual Channel Multitasking-The wet dream of entreprenurs

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Recently I had a phone conversations with a small cap/startup investor here in Stockholm . Some topics were up for brief but one tapped into my head. A European IP telephony company looking for new partnerships and clients for Winmo,S60 Ip telephony and more service. Key is not to go head2head with skype and so on. A few ours later i was on fring, skype, with a entrepreneur in Stockholm that has some distribution for this type of concepts. Bang 5 minutes in we planned for a lunch all partly done on my mobile. Later just before the lunch I had the final details from the VC on homepage and strategic outlook on the ip telephony, also on fring. This feeling of efficient, cost effective real time management is in your pocket. Small organizations has an advantage an can start using realtime management now. For larger organizations it takes a change of mindset and processes. Risk are involved as well as major benefits benefits. Look for companies like Fring, Skype, Ryanair,Virgin, Avanza,f...
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On the radar; Big changes in how innovation is made

I just listened to very interesting speech on the web. I was centering around how companies are formed and innovation is made. We have all seen the great effects on user generated content. Feeding this in to the corporate world one hypothesis is that the value of structures will fall. Instead innovation will come from loosly contracted contributors. Look at Linux, Wikipedia and such things for inspiration. Apply this model on new business ideas or on existing companies. What do you see?
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Breaktrough Technologies Part 2-Micropayments.

Many years ago, during the dotcom, micro payments on mobile devices were considered ready for commercialization. One company, Paybox, launched a very promising service concept for one to one, one2many payments. Then not much happened. SMS based payments has been decently successful for ringtones, tickets, and other content. There are some barriers that has to be ticked; -The fees charges by the mobile operators. Starting with some 80% 2001 the level today is still over 20% compared with the approx 2% charged for a direct debt card. Challengers has to either bypass the telcos (how?) or renegotiate competitive levels. -User Interface. Following the successful launch of the Iphone and upcoming releases on S60 and Android the developing scenario is good. -Security. Advances in encryption and usability. -Consumer awareness. Increasingly consumers are aware of the non voice centric services out there. They want to do more with their mobiles. Developing story more might come. Movers to look ...
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