Duncan Clark
Duncan Clark
change china mobile terms
China Mobile could change the terms of the deal,
expectation limited reaction sure
There has been an expectation of a revaluation, and I'm not sure what the reaction will be to such a limited move,
cheap companies interested services text users
Users aren't interested in text messaging services anymore, which was cheap for these companies to develop.
against balance commercial companies government help interest needs reality
The government needs the help of industry. But the reality is companies will balance that against their own commercial interest in a very competitive market.
autonomy brands capital china expense local mobile national promote province
China Mobile is actually 31 provinces, and each province has its autonomy and capital expenditures. Often they'll promote their own local brands at the expense of national brands they should be promoting.
china difference difficult highly manage sensitive time
China is a high-maintenance market. It is highly regulated, highly sensitive and difficult to manage from 15 hours' time difference away.
case china countries culture government increase market plays reality role somewhere textbook work worked
China has been a textbook case of how the government did just enough intervention to increase penetration, but the reality is that it isn't going to work for all countries in the same way. Culture always plays a role and you can't necessarily take what worked in one market and automatically make it work somewhere else.
china closer costs half labor lower mobile national phones production research roughly
National benefited not only from lower labor costs but also because it is now closer to where many of the world's mobile phones are made these days, and that is China. Roughly half of the world's research and development, and production of the world's handsets, are in China these days.
china closer half labor lower mobile national phones production research roughly
National benefited not only from lower labor costs, but also because it is now closer to where many of the world's mobile phones are made these days, and that is China. Roughly half of the world's research and development, and production of the world's handsets, are in China these days.
adapt address problem
You have to adapt to the way you address these undeveloped markets, but there's no problem with penetration.
anonymous cards customers eliminate increase large names number taking whatever
Taking names down will not only increase AEPU/Operating Expenses, but could also potentially eliminate a large number of customers -- who like the convenience of anonymous SIM cards for whatever reason.
activities foreign leverage
They want to have leverage over the activities of foreign companies.
ability hard people raw talent throw
They have raw talent and the ability to throw people at a problem. It's hard to match.
education effects great
It's been a great education. These effects aren't going to go away.