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Instat on IMS

May 13, 2006
This is worth reading for you IMS enthusiasts. Instat warns of putting all your eggs in the IMS basket. Here is a salient quote: (IMS)-based applications have lots of potential uses, but chances are, none of them will result in a windfall in consumer spending.

My take? Instat may be right or wrong. This is a single negative IMS report in a sea of euphoria. For that I give Instat credit. Still, it is difficult to predict anything so potentially disruptive as IMS.

It would be interesting to know if any researcher predicated the ring tone business would be worth billions of dollars each year.

The truth is we don't know what the future of IMS is, just the promise.

One last thought -- sports, video, porn and general entertainment. These have the potential to bring billions to the bottom lines of carriers worldwide. I am not sure anyone can dispute this. If IMS makes it easier for this content to come to the consumer, then how could there not be billions waiting for progressive carriers?

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