Friday, September 16, 2005

60 year-old kids

Interesting observation from a Diamond Cluster megavalue reader involved in the mobile arena, which comes the same day as this article from the Economist:

"There is so much going on in this space, it's almost exciting - although maybe too exciting for the fixed telecom industry, but then again at least they have some obvious options for going forward. On the other hand, the mobile industry seems like a 60 year-old kid, i.e., a young body driven by an old mind - and hence is consistently stuck between being a young sexy innovative upstart and a solid responsible pensioner. A lack of identity is the real problem for these guys - fixed or mobile, voice or data, innovator or incumbent, bitpipe or shop front.

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