
By Jo Best
Published: Tuesday 10 February 2004
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Name
Richard Ashford
Location
UK
Occupation
Development Director
Comment
Everyone is saying "data" is the cashcow - however, this is based on extremely overpriced data services.
Growth will definitely come here - but expotential growth will only arrive on the back of significant price cuts.
The current estimates seem to be based on the current prices for data services and that consumers will just swallow it - whatever. That's not going to happen.
Growth will be slower than all these projections. Either fewer people at the higher cost, or more people, but at lower cost.
Did data services suddenly bring vast profits to fixed-lined telephony in the early days of the internet? No - consumers expected it cheaper and cheaper - and finally unmetered fixed price - the same will be true of mobile telephony.
Everyone is saying "data" is the cashcow - however...
Richard Ashford
IDC is very safe in saying services like broadband...
Carl Davis
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