Rants And Ramblings About Mobile Technology

Anders Borg writing about the fun and crazy world of mobile technology.

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Wednesday, March 19, 2008

 
Trend spotting
This article in the renowned Swedish business magazine "Dagens Industri" indicates a few trends worth noting:
Telia släpper trimmat turbo-3g: Nu öppnar vi alla kranar

All relevant operators in Sweden are now offering flat-rate turbo-3G (or less) for PCs for approx 200 kr / $30 a month. It's become very popular, and is increasingly used as a complete replacement for broadband communication.

Flatrate subs have been expected for a long while, so no big surprise there really, except that the development has been quite quick since the first operator offered this solution.

More surprising, and also a warning sign for Ericsson, is that most of these 3G "modems" are from Huawei. I expect Huawei to compete overall very effectively with both Ericsson and Nokia, and Ericsson will be the first company to lose out, big time. This is not the time to own Ericsson stock. Sadly I do.

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