Comments on: Nexus one : Of Open Mobile, Chicken and egg , and turkeys http://www.opengardensblog.futuretext.com/archives/2010/01/nexus_one_of_op.html Wireless mobility - Innovation - Digital convergence - mobile web 2.0 Thu, 19 Jan 2012 13:47:14 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Tony Fish http://www.opengardensblog.futuretext.com/archives/2010/01/nexus_one_of_op.html/comment-page-1#comment-1938 Tony Fish Mon, 11 Jan 2010 08:32:29 +0000 http://dev5.indigocontenthost.co.uk/archives/2010/01/nexus_one_of_op.html#comment-1938 Totally agree, however, there is an assumption which needs exploring, is there any supplier power from controlling distribution. The operators and to a certain degree the existing OEM players have in place physical distribution. Google today has amazing strength in electronic (distribution) but little to none on the high street. Should retail not be important then we would not have dedicated mobile shops. Whilst the game of nexus is 0% new margin, but maintaining (improving!) manufacturing margin, Distribution presence is a real cost over and above direct costs. Even assuming some independents can give point focus that will provide some limited availability where will the "WalMart" effect come from. Certain players in the distribution value chain have been been given a get out of jail card. Will be interesting to see who breaks first. Tony Fish Totally agree, however, there is an assumption which needs exploring, is there any supplier power from controlling distribution. The operators and to a certain degree the existing OEM players have in place physical distribution.
Google today has amazing strength in electronic (distribution) but little to none on the high street. Should retail not be important then we would not have dedicated mobile shops.
Whilst the game of nexus is 0% new margin, but maintaining (improving!) manufacturing margin, Distribution presence is a real cost over and above direct costs. Even assuming some independents can give point focus that will provide some limited availability where will the “WalMart” effect come from.
Certain players in the distribution value chain have been been given a get out of jail card. Will be interesting to see who breaks first.
Tony Fish

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