دانلود رایگان مقاله اپراتورها بر سر دوراهی: حفاظت از بازار و یا نوآوری؟

abstract

Many today believe that the mobile Internet was invented by Apple in the USA with their iPhone, enabling a data-driven Internet ecosystem to disrupt the staid voice and SMS business models of the telecom carriers. History, however, shows that the mobile Internet was first successfully commercialised in Japan, in 1999. Some authors such as Richard Feasey in Telecommunications Policy (Issue 6, 2015) argue that operators had been confused and unprepared when the Internet emerged and introduced “walled gardens”, without Internet access. This comment article reviews in detail how the operators reacted when the fixed, and later the mobile Internet spread: some introduced walled gardens, some opened it for the “unofficial” content on the Internet. The article concludes that most large European telecom and information technology companies and their investors have a tradition of risk avoidance and pursued high-price strategies that led them to regularly fail against better and cheaper foreign products and services, not only when the wireless Internet was introduced, but also when PCs and the fixed Internet were introduced. Consequences, such as the need to enable future disruptions and boost the skills needed to master them, are presented.

6. Conclusions

Economically speaking, the situation of the European operators is not at all hopeless. If users want to download more and more data, they will pay for it. Somebody will also have to transmit this data and serve as a profitable pipe in order to attract the funds to invest, much like Feasey anticipates, which is a procedure normal in a market economy. But is this enough? Given the US lead in IT, with some special roles for Japan and China, would it be possible, now, for the operators and European investors to take bolder steps in order to obtain more of the future revenue than simply by keeping the castle profitable by the usual means?