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Don Dodge on The Next Big Thing

Cell phones are the first screen in China

Cell phones are often called "The Third Screen" after the TV and Computer screen. But in China the cell phone is the first screen of choice. The New York Times says "Internet Boom in China Is Built on Virtual Fun".

The NYT story is about Tencent, a Chinese Internet company that offers an all-in-one package of entertainment offerings and a mobile instant-messaging service which has reached more than 100 million users, or nearly 80 percent of the market. There are several quotes in the article that are striking and thought provoking;

While America’s Internet users send e-mail messages and surf for information on their personal computers, young people in China are playing online games, downloading video and music into their cellphones and MP3 players and entering imaginary worlds where they can swap virtual goods and assume online personas.

Another distinguishing feature is the youthful face of China’s online community. In the United States, roughly 70 percent of Internet users are over the age of 30; in China, it is the other way around — 70 percent of users here are under 30, according to the investment bank Morgan Stanley.

If you look at the really successful Internet companies in the USA they have all been started by college kids, or very young first time entrepreneurs. The technology adoption is much faster and deeper with young people than with Baby Boomers or the older crowd.

I have said many times I think the cell phone is the future personal computing platform. Most of the applications and data will be on servers "in the cloud" but they will be viewed and updated by PDAs and cell phones. I rarely need my laptop anymore when I am traveling. My Motorola Q-Phone has my email, calendar, contacts, text messaging, photos, and I can even view Microsoft Office documents. I can get stock quotes and even make trades.

The big money on cell phones is ring tones, games, music, and in the future, video. Who woulda thought that silly ring tones would be a $5 Billion business? Not me...I totally missed that because I am too old.

I do know that Mobile Search and Local Search will be huge markets...and the cell phone will be the platform of choice.

Published Monday, February 05, 2007 11:24 AM by Don Dodge

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... said:

Very nice site! Good work.
February 28, 2007 10:37 PM

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About Don Dodge

I have been in the software business for more than 20 years. I started my software career with Digital Equipment Corp, aka DEC, in the database group. I worked with 5 software start-ups over the next 12 years. Forte Software was the first multiplatform object oriented development environment. AltaVista was the first search engine on the web. Napster was the first P2P file sharing network. Bowstreet was the first web services development environment. Groove Networks was the first secure P2P collaboration platform. Now I am at Microsoft...the biggest start-up in the world... working with VC's and start-ups in the greater Boston area. The goal is to help VC's and start-ups be successful with Microsoft, and together, provide great products for our customers.
Don Dodge
Information Worker Productivity
I have been in the software business for more than 20 years. I started my software career with Digital Equipment Corp, aka DEC, in the database group. I worked with 5 software start-ups over the next 12 years. Forte Software was the first multiplatform object oriented development environment. AltaVista was the first sear...

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