A busy day that, like all conference days, was filled with information, opinion and rumor.
To begin, the mobile gambling presenters maintained a modest, wait-and-see stance on growth prospects for their sector. It was recommended that figures from Juniper Research, for the umpteenth time, be taken with the world's largest grain of salt.
The Apple iPhone was the subject of much discussion, and nearly every chief executive I spoke with today had a different opinion on the popular device. (The London Telegraph reported recently that Apple sold around 17 million of them in 2008.)
Matti Zinder of Spin3 said that V.I.P. players will gravitate toward the iPhone and are intriguing sources of income, while Christian Rajter of Mobenga said the iPhone is valuable because, by virtue of its interactive features, it encourages consumers to learn more about how mobile devices function.
The quote of the day no doubt belonged to Mr. Rajter:
"I was attending the Mobile World Congress last week, and the big talk of the conference was Apple, Apple, Apple -- iPhone, iPhone, iPhone. And the fascinating thing: Apple wasn't even there. It's a bit cheeky, but I like it. It's a bit like saying, 'You need us, but we don't need you.' "
One large hurdle that remains for the prospective iPhoneGambling Leverager: The App Store, where the device's applications are sold in downloadable form, is off limits for gambling apps. (I'm no iPhone user, so forgive me if I feel woefully uncool when using the word, "app.")
Spin3 has developed a workaround, though. Its games run on a browser-based platform, which, to the tech layman like me, means they simply run within one's browser: no download required.
Probability attempted developing a browser-based game, iPhone blackjack, but the company's chief executive, Charles P. Cohen, said about the project a few months ago: "It looked cool, but offered only a world of pain when it came to security, resilience and marketing. I know other people are trying it, and I wish them luck; they'll need it."
I've always wondered what happens when your game is interrupted on a mobile -- through a lost signal or incoming call, for example. And Mario Galea, the former head of the Maltese Lotteries and Gaming Authority, said that mobile devices are still regulatory head-scratchers for this and a number of other reasons.
Meanwhile, Marcel Puyk, the chief executive of Cellectivity, said that for mobile gambling in Asia, it's better now to be a b-to-b provider than a b-to-c operator because government monopolies -- like Singapore Turf Club -- present commercially interesting partnership opportunities. He said, though, that the tendency of those monopolies is to want to develop their solutions in-house.
Fun fact: I spoke with Gilbert S.C. Kwok of the Hong Kong Jockey Club, and he said the operator -- one of China's longest running -- has a number of mobile options on offer now.
Random thought: Mr. Puyk picked Vietnam as the Asian market most likely to support regulated mobile gambling in the coming years.
Both Mr. Rajter and Mr. Puyk welcomed the uptick in investment activity from operators in the recent past, and said that staffs specifically dedicated to the mobile end of things are finally being established at their respective partners.
Mr. Puyk picked 888 Holdings as the most likely in the listed sector to invest in marketing a mobile offering in the near future. "There's a lot of imagination there," he said.
Totally unrelated to mobile gambling, but a theory I've not heard before was laid out to me by Charles H. Gillespie, the chief executive of World Sports Network: Online mah-jongg just isn't working.
He argued that a substantial amount of time and money has been invested in taking mah-jongg online with little to show for it all. He added that the game has still to overcome problems with collusion, player constraints (there must be exactly four to have a game), and lengthy sessions (which means, for example, that less rake is being generated per hour).
Poker, a game he played professionally before founding World Sports Network, is one he thinks is well-suited for the Internet, though he was reluctant to guess at its growth potential in Asia.
In news unrelated to Asia, James Hollins, an equity analyst with Daniel Stewart & Company, published a note this morning advising clients that a new bill from Barney Frank, the Libertarian Massachusetts Democrat, could be introduced as early as this week. No word from our chief lobbying contact in Washington, D.C., so make of that what you will.
Finally, CryptoLogic Ltd. considerably upped the ante Tuesday in its dispute with former Chief Executive Javaid Aziz. The company released a series of strongly worded e-mails, by Mr. Aziz, to the directors of CryptoLogic that are the stuff tabloids fuss over.
More on this to come, but the dispute, I think, is fast approaching a point where any sense of objectivity will become lost in the mudslung minutiae of legalese.