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That could prove to be true, experts say. “There’s been some evidence of carriers doing multiple strategies with mobile payments,” says Todd Ablowitz, principal of Centennial, Colo.-based consultancy Double Diamond Group. “Would [Boku Accounts] be directly in the face of Isis? I’m not sure.”

At any rate, Boku’s move to the physical point of sale, particularly after PayPal’s extension there, should not come as a surprise given Boku’s mainline business, says Rick Oglesby, a senior analyst focused on mobile payments at Aite Group LLC, Boston. “It’s a logical extension of what they’ve been doing from a carrier-billing standpoint,” he says.

Digital Transactions, February 23, 2012