The Indian market is really picking up now. Finally, the market is starting to see some serious growth and that's good.
You could almost characterize it as a partnership of two weaknesses.
You can't expect one device to answer all requirements,
From a practical perspective, any telecom manufacturer has to have a big position in China.
We now have some reasonable experiences with what to expect in 3G ... what's possible, what's selling and what's not.
Vodafone's worldwide acquisition strategy is of getting controlling stakes in investments. They think that's the way to create value as a global mobile operator,
If you look back at the launch of I-mode it was a couple of months before Panasonic launched its I-mode phone and when it came out, the market really started to take off,
Microsoft has missed an opportunity to show leadership in mobile security and have the market declare that the company has made Windows Mobile 5.0 secure.
There's a place for high function, multi-purpose devices but it is a relatively small market.
This is a fairly cost effective way of extending its presence in the US market and in the CDMA business without making huge new rounds of investments.