Seeing What’s Next: “Breaking the Wire” 2004. Christensen
A critical piece here is pricing, mobile technology is only affordable with low capacity data: texting and voice. Video and data is extremely expensive, everywhere. Telcos have already understood that we’re in a mobile, multi-tasking society and therefore it makes sense that we need technology that will support that. However, telecommunication companies are also trying to offset the massive losses from the landlines business, which in a price-cutting world of overshot customers is extremely difficult to do. But telco companies have the resources (as Christensen argues) to really invest and develop the necessary infrastructure to support mobile technology. This brings me to the second critical factor: The infrastructure. The crux with infrastructure is that it is proprietary and therefore is hard to visualize any disruptive technology player able to offset traditional telecommunication companies… other than the government.