I'll save my full analysis for the paper, but IMHO, the Nexus One was a red herring. The Nexus One launch was the beginning of the disintermediation of the telco, changing the relationship dynamics of the customer, the telco, the handset manufacturers and the service providers, such as Google, who lie outside the walled garden.
One question I was hoping someone would have asked at Q&A was what Google is planning to do with the new relationship in respect to its acquisition of Gizmo5, a VoIP company, two months ago. Coincidence? Or is Google soon going to relegate the world's telcos to being merely a fat pipe and changing the world yet again?
0 ความคิดเห็น:
Post a Comment