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Telecom CEO Paul Reynolds answers questions

Published November 3, 2008 Internet Business , NZ Business , telecom 1 Comment
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Over at Geekzone Mauricio collected a bunch of questions for Telecom CEO Paul Reynolds. Today the answers came through and Mauricio has posted them – check them out.

Kudos to Dr. Reynolds for answering a substantial percentage of the questions posed. I for one posed 5 questions, and they were all answered:

Network/Investment
Q. What is your and Telecoms NZ’s position in the net neutrality debate? – Vint Cerf has praised the UK/NZ wholesale/retail separation models, but other commentators have said that the UK model has resulted in higher costs to the consumer. (via Dave Farber’s IP list). How will you work to ensure that prices to the NZ retail and wholesale consumers are low in international terms while providing a fair return to shareholders?

Dr Paul Reynolds: Net Neutrality is a very broad term that there is still much debate about – I’m not sure which definition you are asking about, so I’ll attempt to answer your question as best I can. The first point to make is that Telecom, unlike some of the US cable companies is not vertically integrated as a content and internet access provider, so we don’t have the same motivation to prioritise our content traffic ahead of other traffic, the model that has caused the debate in the States.

Where I think we have to see some intelligent management of packets is as Telecom provides the infrastructure and products at a wholesale level for VOIP, and future IP products, whatever they may be. For VoIP to be compelling it can’t just be a best efforts product – there have to be versions with a Quality of Service dimension.

I think we will also see more innovation at a Retail level in offering differentiated IP-based products. But I can say that at no stage will Telecom stop anyone from using their internet connection how they choose, assuming fair compensation.

Regarding pricing – I think it’s really important that we get the right regulatory framework for IP-based products that allows for competition and innovation, speed to market and customers being able to decide what they value.

A lot of this will be decided by the decisions that the regulator makes on IP interconnection – an area which has yet to be regulated anywhere in the world. New Zealand is going first – as we are on many issues. We are advocating that IP interconnection prices are not set by the regulator, but that consumers drive the pricing by voting with their dollars.

We feel that setting a base cost for IP services naturally leads to a commoditised market and slows innovation and investment. I’m backing Telecom’s retail business to deliver the best products with the best value proposition on a totally level playing field, and that will deliver value to our shareholders.

Mobile/Voice
Q. International mobile data roaming charges are ridiculously high – to the point where using mobile data internationally is just not viable. What is Telecom NZ doing to encourage all telcos to reduce roaming charges to sensible numbers?

Dr Paul Reynolds: International roaming charges are closely guided by agreements with overseas mobile providers and while a premium service, Telecom’s data roaming prices are competitive with other New Zealand and international mobile providers. However, our new mobile network will provide opportunities for us to partner more effectively with overseas mobile providers. Our aim will be to offer best value for Telecom’s customers.

Broadband
Q. We are still largely constrained by broadband bandwidth caps in NZ, which restricts the business models that our developers and consumers can participate in. What will you do to unleash the full internet and reduce the constraints from bandwidth caps?

As a small English speaking country, the majority of our content is generated in the US and Europe, and needs to be transported all the way to New Zealand. This is expensive and at present it would be unsustainable for us to remove data caps altogether. It’s simply a matter of distance and demand. We do, however, have a range of plans that allow customers to choose either a fixed price or overage depending on their needs. We should bear in mind than the OECD estimates New Zealand has the 6th cheapest broadband services in the world. Not bad considering the huge extra network costs we face as a result of our remoteness, small population and challenging local geography!

Vision
Q. Moore’s law and Metcalfe’s law dominate your world. Paint for us your vision of how telecommunications will look in 15 years time. (Is data access ubiquitous? What are the revenue models? How is Telecom NZ adapting to an end game where data access is like electricity?)

I think fast broadband data access will be ubiquitous and we’re heading there quickly with 10-20mbit broadband to over 80% of New Zealanders in the next 2-3 years. Also fast 3G mobile data will be available to 97% in the first half of 2009.

The revenue model is pretty straightforward: investors need regulators to set prices for regulated wholesale services that ensure a reasonable return, in order to continue to incentivise the investment. I note that in many other countries regulatory holidays or closed platforms has been the price of fibre investment. We’ve avoided that so far here in New Zealand, but it is absolutely certain that sensible pricing will be a pre-requisite to get New Zealand ahead and stay ahead.

Retailers, including Telecom, will win by being agile and innovative in developing new services on open access platforms. The future will see much less emphasis on operators developing and selling closed applications. I see Telecom Retail combining capabilities, written in software, with applications and services developed by others and bringing them together in unique and valuable packages for customers. Customers will drive the agenda. They will have real choice and will naturally buy from those that best meet their needs.

Telstra iPhone: $13 per GB or $15,000 per GB? Your choice

Published October 10, 2008 Internet Business , NZ Business , media , telecom 2 Comments

A welcome text from Telstra the other day – my iPhone data plan has been upgraded fro free to 9 GB from 3GB. That’s great – full prices are here.

But sadly I have data switched off at the moment, as that iPhone is not in Australia, but New Zealand. I have not cracked the iPhone, and I am too cheap to pay the roaming fees of…well, that’s when it gets difficult.

Try to find the cost of data roaming in NZ on Telstra’s website. Go on. Use Telstra’s own search and links – don’t cheat and use Google.

I failed.

So I tried Telstra’s online chat, and after a short wait (much easier to wait online than on a phone) I had this conversation.

Malinda: Welcome to online assistance. You are chatting with Malinda NB:This Chat is being recorded and may be monitored for coaching purposes. If you do not wish to proceed, please close this window. {I’m recording it as well}
Malinda: The rates discussed in this Livechat are correct as at today’s date, but may vary from time to time.  Any variation will be done in accordance with the General Terms of Our Customer Terms which can be found by visiting http://www.telstra.com.au/customerterms/index.htm

Malinda: Hi, how may I help you with your enquiry today?
you: Hi can you tell me the cost of data roaming in New Zealand. I have an iPhone

Malinda: So I can provide you with the information you need and to ensure I provide you with the best solution do you mind if I ask you a few questions? {actually yes – I’ve already asked for what I need and provided the information required. Actually I am impressed with chat as you can control the conversation a lot more than on the phone}

you: I just need the  cost of data roaming in New Zealand on my iPhone. Proving hard to find on your website.

you: hello? {Malinda had dropped off for a minute or two}

Malinda: Yes thank you, I am just looking the information up for you.

you: http://www.telstra.com.au/mobile/networks/index.html is where I started…
then it gets slow.. {I was also searching for it, and failed. Malinda took a little while longer but succeeded}

Malinda: Data usage whilst overseas will cost you $15 per M/B.

you: that’s $15000 per GB right? {quick as a flash – multiplication by 1000 has always been a strong point for me}

you: While I pay $119 for 9GB a month in Australia. {as have snarky comments}

Malinda: As you will be roaming, it does not fall under your Data pack. As you are using another network

you: So how can I pay reasonable data fees for my iPhone when I am in New Zealand? {It’s a simple question, and I knew the answer}

Malinda: As above unfortunately the data charges are $15 per M/B if you are roaming. {Rhe really disturbing answer – you cannot}

you: Thanks Malinda. Could you please pass up the chain at Telstra that obviouly $15000 per GB is completey unacceptable, especially for Australia/NZ – lots of commuting between the two countries. {good luck with that}

Malinda: As your not using our network, that is what the other providers are charging Telstra for you to use that network, {I guess that’s a no on passing up the foodchain}
Malinda: Whilst I have you here, do you have any other Telecommunication services you would like us to look at today to make sure they are on the right plans? {please. stop selling. I’m not in a good frame of mind to be sold to.}

you: Nonsense – Try using Vodafone NZ phone in Australia on Telstra – same deal.  Sort it out and customers will use it.

you: no thank you.

Malinda: I hope you have enjoyed using this Live Chat service. Please feel free to use this service again in the future for any Mobile, Internet or Fixed line enquires. Have A Great Day.

you: Thanks – cheers

So there you have it – $119/9= about $13 per GB in Australia and AU$15,000 per GB in New Zealand. Meanwhile it’s cheaper to fly business class from Perth to Auckland than it is from Perth to Melbourne, but don’t turn on your phone.

So I ask – How f#$%@g dumb are the people at Telstra, Vodafone NZ,  Vodafone Australia, Telecom, Optus and so forth?

This is like texting – when you drop the costs of interconnect then usage and revenue rises for everyone.

Revenue from foreign folk roaming in your network will raise, revenue from locals roaming afar will rise, and, more interesting, revenue from domestic data will raise – as the overall utility of data is now much higher. Billing issues will fa dramatically as the $2000 roaming surprises disappear.

Really – this stuff is not hard, just start talking sense to each other. Keep the costs sky high and we will just keep getting pissed off at your idiocy and using every means we can to avoid using our mobile devices for data.

Meanwhile a little Government head bashing to Telstra and Telecom in particular may be in the public’s interest.

All my utilities have now been arbitrarily cut off

Published October 10, 2008 Internet Business , Life , NZ Business , telecom 1 Comment

First they came for my electricity, and I did nothing. Then they came for my gas, and I did nothing. Then they came for my electricity again, and I got mad and blogged about it.

Now they have come for my internet. and my phone. and my Sky TV.

I arrived back home here in Wellington after far too many months overseas to find all three of these utilities are not functioning. (All bills are paid.) Actually I have no idea about the phone, but I assume it is off – you’ll see why.

I called Sky first, and they remotely reset my card and everything worked again instantly. Well done Sky, and very quick and efficient on the phone.

Next I tried the to restore internet. The wifi network was fine, router looked ok and was even reporting up and downstream speeds. So I called ISP Orcon. They also answered pretty quickly, which was again excellent, but only after a painful voice prompt system. (Note to people that set these up – talk faster, much faster. If I didn’t get it the first time then repeat it by talking slower and adding more words. The first time should last a few seconds)

The Orcon CS guy took me through a prolonged identification system so that my account was showing on their screen. He then informed me that my account had been closed back in June. It was closed after Telecom “informed Orcon that I was discontinuing the service”. That’s five months ago. While I’m glad that I have not been paying for internet that I have not been using, this was unacceptable. It was not only the first time I had heard that I had been disconnected, but I had also not asked Telecom to disconnect me, and I had received no notificaaton from them either. Someone at Telecom had the power to disconnect me, and nobody could do anything about it. That’s f#$%ed up.

Orcon let me know that despite a data connection being visible to me it would still take the usual ridiculous amount of time for me to get the internet back on, and they didn’t seem that interested in determining what had happened or in getting me back aboard.

So I just called it quits.

No call to Telecom, no reordering of the internet – I’ve had enough.

I’ve had almost enough to call it quits on this country.

Australia is bad enough – it’s taken me 2 months to get internet at my new place there after the ISP punched in the wrong address for Telstra. ISP iinet has the same dependence on giant incumbant ISP problem that Orcon has with Telecom. But at least once that Naked DSL line is working I will have no further dependance on Telstra, and no home phone line to pay ridiculous monthly rental fees on. (I pay those to Telstra for my iPhone instead).

So let’s summarise what we have here:

1: Neither Orcon nor Telecom informed me that they were about to disconnect me. Orcon was losing a customer and did nothing to attempt to retain them.

2: Neither Orcon nor Telecom informed me that they had in fact disconnected me. Orcon lost a customer and did nothing to regain them.

3: Despite an active connection it still takes weeks to get internet working. That means lost customers between moves.

4: Orcon and Telecom both suck.

5: I give up. It’s TelstraClear or bust for me next time.

I don’t get it. There is such a vibrant scene happening in the web space here in Wellington. Can’t we at least have the basic serivces functioning?

Let me pay my bill Telstra

Published August 30, 2008 Business , iphone , telecom Leave a Comment
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Dumb: not letting me set up auto pay by credit card when I got my iPhone

Moronic: being unable to pay my Telstra bill using the iPhone

Archaic and lacking in security: paying using DTMF tones via mobile phone.

Still – Telstra staff (handpicked?) in Perth store where I got the phone were excellent.

Digicell – getting bigger and bigger by helping people

Published August 5, 2008 Global Macro Trends , Internet Business , telecom 4 Comments

Digicell is cleaning up – earning dollars by targeting poor countries with their mobile phone services, and earning kudos for liberating their populations from inefficient and often corrupt Governments and incumbents.

Owner Denis O’Brien’s motto (via Forbes):

Give phones to the masses and they’ll fight your enemies for you.

I wish they’d invade Australia and New Zealand…

a battle plan he would use on other invasions: spend lavishly on the network (1,000 towers in Jamaica), build clean stores with cheery staff (a rarity in many developing countries) and lure customers by offering new services like per-second billing and big discounts from the competition (80% less for phones and 50% less for calls)

Vodafone and data warehousing: A translation of that abstract

Published July 21, 2008 Business , Internet Business , NZ Business , media , telecom 6 Comments
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<cynic mode firmly switched on, with apologies to Rachel>

Via Mauricio, it seems from this, that Vodafone  are using data warehousing techniques to drive customer retention. I’ve had a go at interpreting the abstract of “The Customer Retention Journey at Vodafone New Zealand” below. Speaker Rachel Harrison is the Vodafone Lead Analyst who is giving (in Las Vegas) and gave the presentation – she is a SAS and data warehouse pro. Apparently the presentations were made avaialble to Teradata Universe conference atendees – so if you are resourceful then you may be able to find one.

A translation of the abstract

Vodafone is the leading mobile provider in New Zealand (NZ). NZ currently has 2 mobile competitors and over 100 % market penetration.

We are part of another cosy Kiwi duopoly. It’s nice – secure profits for both companies. Isn’t the iPhone cool?! we have the most expensive plans in he world!!

NZ’ders are early adopters of new technologies and our products constantly change and evolve.

But not as fast as other parts of the world which have real competition – see below.

We now have a shift to focusing on Customer Retention.

Because Telecom is shortly going to “compete” with us using current, rather than obsolete, technology. Our collegues in Europe are working on much crunchier problems, which frankly we would like to work on as well. Here’s a quote from collegue Nebahat Donmez : “In highly saturated telecommunications markets with a lot of competition, post-pay consumers revise their contract decisions easily anytime without giving much importance to the brand”.

With the completion of our new Teradata Enterprise Data Warehouse (EDW) we are well on the way in our Customer Retention journey.

We’ve built a big expensive data warehouse, justified on customer retention numbers (a little change means a lot of dollars), but have not done anything with it yet. It’s nice to be in the news for something other than our lousy billing system transtion though. Oh – and this may have been a bit of a corporate manadate as it seems Vodafone use this world-wide.

The new EDW has richer data available to constantly improve our retention programmes.

There is heaps of data in the warehouse and we can’t wait to get going on it.

New products and behaviours flow into the EDW for use in modelling and analysis.

Even more data is being added to the warehouse every day. It’s pretty overwhelming actually.

KXEN has enabled us to develop models quickly to ensure we are constantly including new customer behaviours.

We outsourced a bunch of our work to KXEN, “The data mining automation company” and are still paying them today. It seems Vodafone use them all over the world as well – nice contract.

We now have an iterative modelling process that allows us to keep up with the changing market.

We are a group inside the monolithic Vodafone that analyses and helps retain clusters of people and fee groups. We focus on keeping the ones that give us lots of money and look at things like the intensity of a cusotmer’s calling circle along with credit history. But we are a really smart bunch, and what we really wish is that we were allowed to craft products that deliver what people really want rather than just focus on stopping them from leaving when our policies and procedures piss people off. We can’t, so we do what we can.

SAS has direct against to the EDW and allows us to push queries back to Teradata to speed up analysis.

We can keep using SAS, thankfully, to do our analysis without having to resort to the Tertadata interface that is new.

The retention journey is ongoing; however with our new EDW and toolset we are confident of success.

We have had no results so far. Sorry.

The Warehouse also gave a talk at the Teradata Universe- Ray Renner is the Stock Systems and Process Manager – His Abstract was simply:

Leveraging Teradata Demand Chain Management in a Discount Department Store environment.

much better.

Telcos: stay out of the content game

Published July 17, 2008 Business , Internet Business , NZ Business , media , telecom 6 Comments
Tags: ,

Via Stuff, and the SMH, a headline that seemingly spells bad news for the iPhone in Australia: “iPhone not so multimedia friendly in Aust“

The article goes on to say that the iPhone is unable to play many of the Telco giants mobile offerings, such as Vodafone Live, Telstra’s Big Pond TV or Optus’ ringtones or mobile TV channels.

So what. The news is that these services are not really wanted – and have only been used to date because it has been too hard and to expensive to do anything else with your phone. This walled garden approach went the way of AOL years ago in internet space, and so it should in mobile internet space.

I’ll keep saying this forever – Telecom, Telstra, Optus, AT&T and Vodafone should stay out of the content game and in the provision of decent network game. As soon as they enter the content game then they are competing against the entire internet – and that’s a game they will lose.

The internet ISP’s are increasingly realising this – witness the gradual demise of Xtra’s web services in NZ, and the strong and getting stronger IINet in Australia, who concentrate on service delivery.

It is beyond time for the mobile operators to go simple, and lose the content.

The market is open for the IInet of mobile: Simple pricing that changes automatically as you change usage, cheap fixed price international roaming, and all you can eat (international) data.

Trade Me lite is here – for your phone

Published June 18, 2008 Internet Business , NZ Business , Trade Me , auctions , telecom Leave a Comment

Go to m.trademe.co.nz – even from your mac (or PC if you really must) browser.

m.trade me

It’s simple, stark even and light. A staggering 6.9k home page, versus 292kb for the www home page.

Forget about browsing any way but by search. Actually it is a really unfriendly place to just browse for stuff – but really good if you are monitoring an aucton, or you want to check out your current saved searches.

Here’s the product screen, stark again and tiny.

m.trade me

Note that last line – go to Trade Me to email the seller. I suppose there is no excuse not to just call the seller – unless you are in a pub and it’s 1130pm on a Friday. Loads of phones have email capability, so why not show me the email address? Or even give me the link to the full page with that phone number on it, so I can use my mobile browser or text it to myself?

The photos are scrolled one at a time – no preloading here. They are small but sufficient.

m.trade me

Finally the description page delivers all the text in a stream – which is perfect.

m.trade me

So overall it’s a fairly crippled experience, but a very light on for the vast majority on ridiculously expensive mobile data plans. I sense there is still some work to do around searching via category and placing auctions. With a phone in the camera you’d think that there is opportunity to make placing an auction simplicity itself…

iPhones and Telecom

Published March 28, 2008 Life , media , telecom Leave a Comment

iPhones may be sold by Telecom?

My head is going to explode.

However AT&T is also struggling with a similar customer service reputation to Telecom’s, and so the price a telco pays for selling the iPhone (kickbacks to Apple) is the price you have to pay to be associated with Apple.

Would you let Telecom design your website?

Published March 25, 2008 Broadband , Internet Business , NZ Business , telecom 10 Comments

Telecom is launching something – I’m not really sure what it is, but apparently it will be some sort of Business Oriented Internet plan/ISP – where you get bundled internet access, hosting and things like Xero.

Business broadband plans will be “slightly differently priced” …

I read that as “more expensive”, but gee I’d pay anything for half decent NZ internet access – maybe even set up a business specifically to get it to my home.

and the services they encompass will also be different, she says. “There will be some guarantees about helpdesk and support.” 

Good. Indeed I do not know why more businesses don’t follow Trade Me’s example and set up 0900 (paid) customer service lines. When I want help, I want a really competent human to immediately answer the phone 24/7.

The business Internet service will register domain names for customers and offer to develop and host their websites. It will also provide managed e-mail services suitable for businesses and online backup.

Hang on -  why on earth would we want to get Telecom to provide those services?

Domain names, well maybe. But develop websites? Telecom outsourced their own unmitigated disaster of a website, so why would we not use any number of the excellent NZ design and development shops?

As for hosting, well let’s see what Xero themselves do…

Currently Xero is being hosted at Rackspace, in Houston Texas. (Follow that first link for all sorts of other fun stuff about Xero.com’s presence.)

Now – and this is really important for any Telecom employees involved in this effort – go to that Rackspace site. When you get there for the first time a popup appears – a real live person is actually offering to chat with you.

Close that down and browse the site – it is all about “fanatical support”. View the video testomonials, check out the offers and go ahead – order up a server and try them for real (or maybe just call some of their customers)

That’s the standard to aim for – fanatical customer service, 24/7. That’s what you’d need to offer for this service in order to make a difference, and sadly you’d need to do it at prices that are competitive with getting services straight from the USA.  (and that’s not a lot).

So – overall – it is good that Telecom is targeting small businesses, and I hope that they’ll stick to investing in providing reliable, speedy access to the internet and not get diverted into competing away from their core.

Why intervention is needed for Telecom and not for Auckland

Published March 6, 2008 Broadband , Business , Investing , Life , NZ Business , telecom 11 Comments

Falafulu Fisi asks an excellent question to the previous post on Auckland Airport:

“Aren’t both Auckland Airport & Telecom private companies? Why would you want to say that the government is an interventionist regarding the CPPIB attempt to buying shares in the Auckland Airport but not saying the same thing about Telecom?

I am a defender of property rights, and the state has no right at all to meddle in the affairs of private businesses such as Telecom or Auckland Airport. That decision to sell or not to sell is entirely up to the rightful owners (ie, the Airport Shareholders) and not those Commissars in Wellington .

That was a great question, but I feel I am being entirely consistent here.

I am a fan of Govnerment intervention when the market is so inefficient and the company is out of control that the other stakeholders (beyond shareholders) are under threat, and unable to do anything about it due to monopoly power.

I’ve been wandering around NZ this week and frankly the broadband situation is beyond a joke – it is shameful crime that has left us in the dark ages of the internet.

There is a very well run dot com that I visited yesterday that is unable to even hold phone calls over Skype to the UK or USA as their connection keeps dropping out. This means increased costs, but even more importantly, that they are not part of the global internet business community that lives, wheels and deals on Skype. (Try putting together a 6 way phone call using traditional services at a moment’s notice.)

Now their customer base is almost entirely overseas, but they should be able to operate from NZ. But despite Wellington’s other advantages they would be not without cause if they uprooted and headed for the first world.

Government intervention into Telecom is the only way that the primary stakeholders (customers and the economy) could get the service that the country needed. There were plenty of warnings, but the head was stuck firmly in the sands of short term profits.

There are plenty of other monopolies and duopolies in NZ that understand how to play the game when you own a market. You set your prices well below monopoly prices, you are great to your customers and you know if you step out of line then the ComCom and the Government will be all over you.

Auckland Airport has not exhibited poor behaviour – they are running a good business, and are even upgrading the domestic terminal. An equivilent case for intervention would be if they put prices up, ran the terminals into the ground (and so spoiled NZ’s image and tourism numbers) and milked the dying cow.

All that is proposed for Auckland Airport is a change of ownership, which has no material impact on the relationship between the corporation and it’s stakeholders. It’s not as if the new owners are going to roll the airport up, put it on the back of a ship of unusual size and transfer it to a field outside Toronto. This intervention is uncalled for from the customers that use the airport, and to compound it has a negative effect on FDI for NZ.

Where is Infratil while this is going on? They are conflicted – on the one hand they own Wellington Airport and would love a piece of Auckland, so they should keep quiet. However on the other hand they own Preston Prestwick (edit – thanks Tylersdad) Airport South of Glasgow in Scotland, and they should be deeply protesting our Government’s ham-sized fists which will make it much harder for them to buy other foreign airports in the future.

What’s cool and what’s uncool

Published February 28, 2008 Internet Business , Life , media , telecom 1 Comment

IRD Cool

Vodaphone uncool

when did it go so very very wrong?

iPhone – passe already in Australia?

Published December 16, 2007 Life , media , telecom 1 Comment

I hear from Sydney that the iPhone is becoming a bit, well, common in the tech community.

This before a release date has even been announced in Australia.

Personally I’m a fan of only buying Apple goodies within days of launch date  – to eliminate any concerns that, say, mac fanboy Rowan gets some Apple goodness before me. (Last time it was a dead heat – he’s late to the party but partying hard)

Happily, iPhone aside, the days of getting Appleware weeks ahead of compatriots by shopping in the USA are long gone.

The advance of VOIP

Published December 14, 2007 Broadband , Internet Business , media , telecom Leave a Comment

Via the economist this chart and shows VOIP taking about 20% of all international call minutes for 2006.

Amazingly though regular international phone calls grew 10% between 2005 and 2006. I wonder how much was driven by falling prices, in turn driven by cheap and free VOIP.

economist

The mobile web is irrelevant

Published December 5, 2007 Internet Business , Life , media , telecom 2 Comments

Deserving of a separate post I think – those mobile browser stats show one important thing:

Nobody cares about the web on mobile phones.

The top 3 mobile browsers added up to a paltry 0.16% of web traffic, which for most Websites is approximately nothing. Of course if you are Google it’s a lot of pages, and they do have a mobile version.

Interestingly, if you look at the full stats, the iPhone has over four times the share of browsers than Windows 95.

But it all means that the whole mobile web thing is essentially irrelevant right now, though the growth is strong in the US/Europe.

However, we should recall that the iPhone and other newer phones have full web browsers, so there is no need to make pda versions of those web pages going forward.

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