Dell - Different kind of MVNO

Mobile and Netbooks are converging, but not only from mobile side. Nokia might be considering netbooks, but now it's also Dell who is considering going mobile.

First Dell attempt got delayed, due mobile handset design issues. The next plan is to drop handsets completely - no handsets, no design, no problem! Dell is planning to become a Japanese MVNO, offering network access for it's netbooks (with built-in HSPA cards).

Think about the benefits of MVNO without handsets: reuse netbook marketing material, avoid tough mobile handset markets, minimal dealing with operators, create a customer base for future handsets, stand ahead of other netbook manufacturers.

Operators are already offering netbooks with USB sticks, also Amazon Kindle has been doing something like this in USA. Dell becoming a MVNO is still an ingenious idea!

Nokia MVNO in India Still Possible

Week ago Rethink Wireless speculated whether Nokia would become MVNO in India (which I commented here).

This week Indian operator statistics show how newcomers are struggling to gain any foothold. Over a year HFCL (Punjab) and Shyam (Rajasthan) managed to gather 300000+ users each. Since Rajasthan has 56,6 million and Punjab 24,3 million population, the market must be extremely tough.

Nokia's luxury brand Vertu MVNO should focus into wealthy areas, like Mumbai, Bangalore, New Delhi and Kolkata. Ultra high density urban areas with enough people, enough money, enough socializing, enough personal interest. Obviously.

Would Indian operators allow that? Nokia partnered in Japan with NTT Docomo for "Vertu Club" starting Q2 2009. NTT Docomo owns 26% of Tata Teleservices, which has almost 32 million subscribers. Tata has a joint venture with Virgin Mobile, which is positive sign.

Things look good for Vertu Club India. Vertu users have "enough" money and care more about value service than price. Furthermore Vertu MVNO is hosted by NSN in Singapore, having natural close ties to Nokia handset manufacturer. This is not only business, but also marketing. Nokia handsets, NSN hardware, Nokia services, NSN services. No need to worry about profit.

Nokia to become MVNO in India?

One of my favourite source of rumours... err, I mean information, is Rethink Wireless by ARChart. Now they have a very delicious rumour about Nokia planning to become a MVNO (Mobile Virtual Network Operator) in India.

Nokia might operate together with NTT Docomo, just like they do in Japan with Nokia Vertu luxury brand. Is this a second step on Nokia's long-term plan to expand, or even move away, from hardware manufacturer position? Service provider on top of dummy operator data pipes?

Wonder what mobile phone operators would think about that? Wonder why NTT Docomo agreed to this? Would they have common interests or common adversaries? Interesting times ahead!