Kindle lights a fire?
A lot of the reviews of Amazon's Kindle have been remarkably upbeat, given the usual derision meted out to e-book readers.
Amazon have been innovative and have pulled off something that I was beginning to think I would never see. Now that it's happened, I wonder if it is the start of bigger things?
I'm not talking about the design of the Kindle, or its use of E-Ink to give long battery life, or even the fact that it can download e-books directly; all of which are definite points in its favour.
The key thing about Kindle is that Amazon have managed to come up with a business model that puts the carrier in the 'dumb pipe' corner. Amazon collect the money, the customer buys a book, they don't care how the book gets to the Kindle, it just does.
This model is usable everywhere in the world (via wholesale agreements) and has to be the way companies that produce & aggregate content will want to reach their customers.
If the Kindle required a subscription to Sprint or AT&T or Orange, Vodafone etc, etc then it would not work.
The operators that start signing these kind of deals will be the more successful ones, because all operators traffic will start to migrate to these kinds of services.
If I'm making a VoIP call, I don't expect to get charged for the bytes transmitted, just for the length of the call. If I download a video, it's not how many bytes it is, but how recent and popular the film is that determines the price.
The data cost is, or should be, fixed (tending towards zero). The value of the content is the marginal part. Operators have had their chance to be the Voda-zon or Orange-hoo and they haven't even come close to creating a compelling service. It is now time for them to accept it and move aside to let others provide the content people want.
Let's hope the Kindle really is the start of a new age where companies can bundle the delivery cost of their services & content (worldwide) in a single price. I still think the day is coming when you buy a device with subsidised/free connection, rather than the other way around.
