April 23, 2008 9:59 PM BST
It is not the operators who will be able to drive VAS, however there will be separate 'VAS operators' who will emerge from the non-telco/operator community who will drive direct to consumer VAS opportunities.
These are the set of VAS operators who will be able to focus and come up with innovative products and services. The key element though is that they will have to create a direct relationship with the consumers and consider independent billing links, which will help monetise the services better.
Only when the VAS operators are able to create these relationships and the billing links, will the real value flow back to the provider/creator of service and subsequently more investments will happen to nurture innovation.