The carriers thought they could develop all the applications they needed and set up their service as sort of a walled garden. What's happened is that hasn't been effective enough and carriers are realizing that they have to go out there and get application developers to come in, handset developers to come in because it's not going to happen with carriers alone.
Base station component makers are being asked to make cheaper components that last as long or longer than previous versions, and to develop them when the unit volumes required aren't fully known, because demand for base stations isn't known. Base stations continue to grow more dense, with more channels per card and smaller overall form-factors, while consuming less total power and requiring less air conditioning, or no air conditioning in many cases.
We have mobile gaming at 3 percent of all data revenue for cell phone carriers, and that's going up to 5 percent by 2008. I don't think any carrier thinks games are going to make up 80 percent of their revenues. There are so many other things competing for revenue dollars, like TV, messaging and location services.
By far the biggest RFID segment in coming years will be Supply Chain Management. This segment will account for the largest number of tagslabels from 2005 through 2010. Wal-Mart, the world's largest retailer, has spurred this projected growth by mandating that its top 100 (and, later its top 300) suppliers begin to use RFID.