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This paper reviews the wireless industries past performance in three dimensions: the rate of innovation; how competitive the industry is; and how competitive wireless innovation is. The authors do so by examining the record of three key layers in the industry's vertical chain: software applications, devices (Handhelds), and the core wireless distribution networks. The authors find it useful to compare and contrast the wireless ecosystem (Including Internet Access) with the personal computer/Internet ecosystem, both in terms of innovation and in terms of market structure.
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