Report

October 1999

The Dawn Of Mobile eCommerce

Mark Zohar 		Wireless companies are banking on third-generation (3G) wireless systems to catapult them into new markets. But 3G is a red herring. New business models, not new technology, will drive wireless growth.
by Mark Zohar with Brendan Hannigan, Justin Bruton, Erin Roland

MARKET OVERVIEW
  • Carriers and vendors are bullish on 3G.
  • But business models and applications remain unclear.
ANALYSIS
  • Mobile eCommerce will reinvent wireless.
  • 3G is not needed.
ACTION
  • Carriers should forget about 3G.
  • Location-based services are the killer app.
WHAT IT MEANS
  • Instant messaging goes mobile.
  • Microsoft scoops up phone.com.
 
Figures & Data
  • Figure 1.  The Alphabet Soup Of Carrier Standards
  • Figure 2.  Carriers Are Bullish About 3G
  • Figure 3.  Mobile eCommerce Reinvents Wireless
  • Figure 4.  Winning Applications Are Timely, Simple, And Location-Based
  • Figure 5.  Carrier Portals Will Fail
  • Figure 6.  Interim Technologies Will Be Good Enough
  • Figure 7.  Mobile eCommerce Rolls Out In Two Phases
  • Figure 8.  Layered Telecom Takes Hold In Wireless
   
RELATED MATERIAL 
  • Companies Interviewed For This Report
  • Related Research
 
GRAPEVINE
  • Faulty towers.
  • Qualcomm puts up the "For Sale" sign -- again.
  • No go for Zingo.
  • Three cheers for AT&T Wireless.
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Ratings and Comments
NOT YET RATED
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