In terms of scale, the easiest way to think of the difference is between the 450 million unit handset market and the 15 million PDA market. The capabilities of devices as a result are also divergent between the two subsectors of mobile applications as consumer applications tend to support browser-based solutions that do not require significant downloads to be used while enterprise applications require thicker clients that can continue to be functional while disconnected from the networks. These three differentiating attributes of scale, price, and functionality correlate to the environment application developers encounter and is a core factor in separating the types of applications developed as a consequence. The Consumer - Early Returns Supportive. To our way of thinking, this should provide more than sufficient evidence that there is broad-based consumer demand for these services that will only intensify as devices, networks, and applications increase in sophistication.
Messaging is the application that pushes adoption through the threshold.
In these spaces, applications are less likely to be killer, but rather tailored to niches and meet specific needs. Enterprise - Space Early but Large. The enterprise space will develop as the compelling ROIs attached to mobilizing the enterprise drive that development. We feel 2002 will be about allocating budgets for a wider deployment of the chosen piloted applications and 2003 and 2004 will be about rapid adoption as the rest of industry rushes to mobilize themselves to keep their competitors from gaining sustainable competitive advantages at their expense. A Global Event.