I love the TMT world as it never stands still and has the potential to reinvent itself every few years or so. Lately the selling of patents has the making of a revolution, but currently the changing fortunes of the established handset makers and service providers is providing enough interest.
On the one hand RIM, Nokia and the former SonyEricsson have all descended the slippery slope into relative obscurity whereas all the attention has been turned to Google/Motorola Mobility and rumours about a new mobile from Facebook. Of course, Apple still retains all the glamour with its iPhone.
On the face of it this looks like the ‘cool’ brands are winning the war for consumer spend over the older mobile phone brands. However scratch the surface and what is apparent is that it’s all about your data. All the focus is on capturing your data from your mobile phone usage/traffic so you can be sent targeted advertising. Therefore these search engines/social media sites are desperate to gain majority control to attract the greatest advertisers and boost their profits. Providing a mobile device is a great step in doing this.
The dark horse in this could be Nokia and it’s agreement with Microsoft for its Windows 8 operating system. Should this alliance take hold it could prevent Google and Facebook from dominating the advertising space or at least make it competitive.
I am interested in your perspective on the handset/data war. All opinions welcome!
Steve Blake is Head of Technology, Media and Telecommunications at Interim Partners.
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