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My understanding on the m-commerce front is that Infospace is the leader here. The fact that ORCL (which I own) says it is interested does not mean a lot in this case, unless it becomes a critical intermediary between the provider and the customer. I don't believe its strength in databases will help them leverage this space.

It is also worth questioning the whole premise of m-commerce. Now, I'm definitely a low-impact consumer. We don't eat out much, or buy much, period. But really, how many of us A) have so much time that we can suddenly say, "Hey, there's a coupon for Chinese food around the corner. We have unlimited time. Let's go there instead of going home for dinner." I envision getting this call at 3rd and Folsom next to Cham Thai Food. Sounds good. However, since I'm in my car, I know it will take another 20 minutes to park and 10 to walk to the store.

Then there's B) Does one want to have one's cell phone jammed by junk solicitation? This would defeat the purpose for many, I think.

I can see this as being great for tourists in SF, NYC, London, Paris and a few other places, but most of us have our favorite spots and don't have the time/spontaneity to switch gears so rapidly.

I also question whether I'm really going to be checking that Ebay auction or insisting that I order that Amazon book RIGHT NOW!!

Of course, I don't even have a cell phone, so I'm not your average consumer, but m-commerce sounds like a pain in the neck, and if it's skimming a minor percentage off of meals/small purchases from those folks with lots of time/spontaneity, I'm not convinced.

dashmuir
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