10 thoughts on “No Stopping the Mobile Internet Growth”

  1. @Om,

    I think that you’re spot on, which makes me wonder how did the carriers underestimate demand for mobile broadband devices and services? I think if there were a richer offering of devices (ie…laptops/netbooks, smartphones, MIDs, indoor wireless teleservices, etc.) the carriers would be seeing even better wireless data revenue growth.

    My $.02.



  2. Curtis

    I don’t think they under estimated the demand – they are trying to be fiscally stingy and well then the iPhone happened. That shows sometimes even Bell operators and PSTN companies can’t stop the future from happening. They try, but it just happens. I think it will be interesting to see how it all shakes out in coming months.


  3. What are the implications, if there is no stopping the mobile internet? If folks no longer bother to log in to wifi hotspots when travelling since they are always connected via 3-4G? Or more extreme they go to work and instead of plugging in the the corporate network, work as if they are a remote user off their mobile broadband. Far fetched? I already know some non-techies who equate internet with their verizon pc card, and don’t understand the difference between that and connecting to their DSL link via wifi.

    Given the different physical deliver model of mobile internet, it would seem that this will also impact the types of applications adopted by end users, and how software is developed to deal with the constraints of mobile networks. To say nothing of the net neutrality concerns…if mobile internet adoption really takes off, wireless service providers are likely to use the inefficient medium as an excuse to enforce non-network-neutral policies, and will be able to do so more credibly than the traditional broadband service providers. We’re in for a fascinating transition to mobile computing. Hopefully what the public considers to be the internet won’t get too mangled in the process.

  4. @Ian

    I think the implications are pretty clear – more connectivity is going to cause a serious rethinking of our lifestyles and how we consume information. I think the rise of the new kind of phones is only going to cause a major re-focus on a new class of apps and usage scenarios.

    on the non net-neutrality: well unfortunately there is little one can do about this, except hope that the competition remains fierce in the marketplace. That is why I think we need Sprint to succeed in whatever it is doing. The mobile interest isn’t going to play by the rules of wired net, but hopefully competitive pressures would keep bringing change to the market.

    More thoughts later.

  5. Om, you are coming to India shortly. You want even get proper 2G, forget about 3G. The Indian government has really screwed up big time for 3G. Hope they understand sooner.

  6. MMS is no big deal from a network traffic point of view, and you don’t need 3G to do it here in the UK. You figures for MMS don’t really add up with realistic usage either.

    Data demand will stress more than the backhaul- nodeB uplifts such as second carrier deploymeny will be required too. This isn’t too hard, but it adds to the workload.

    You’re also missing out some of the biggest traffic sources- streaming and p2p. Streaming is going to be very big as some segments of customers move away from mp3s and more towards lastfm/shoutcast delivery of music.

  7. i really do not think it will develop as most tech oriented bloggers are predicting. most see phones being used for more and more. what i expect is that as 3G/4G becomes more and more popular on laptops/netbooks people will start to move there mobile computing back to more traditional computing devices. the mobile computing on a smart phone will become redundant once the laptop works anyplace a cell network is available.

  8. Om,

    You’re right, I really like the chart information. I love the mobile web, even though it’s slow and choppy, just because it’s almost every where with me, I love it!

    I’ve recently switched from AT&T to T-mobile, it’s economical.

  9. Om,

    To add to your charts, another interesting stat I found from an industry survey was that about 50% of users intend to have an web capable mobile device by 2010. Once that happens, the followers will push the counts even higher. I wouldn’t be surprise to see a similar adoption curve as what we saw with the tethered web.

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