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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 176.00

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Dec 9 3:59 PM EST

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To: 100cfm who wrote (4580)	11/15/2000 1:48:21 PM
From: foundation	Read Replies (2) of 196876

KDDI vs NTT... Also worth noting that until the merger, which is still being digested, NTT was alone in having a national footprint - as well as favored backing from the government (which, of course, it still enjoys). Imagine not being able to call another state with your cellular service. This was a profound liability for fragmented operators other than NTT. Only recently has KDDI had the opportunity to provide comprehensive nation-wide coverage as well. Also, pubescent adolescents - I-Mode's bread and butter - are a mercurial lot. Will they prefer sending photos to their friends (taken with their camera/cellphones) along with their text messages that are presently all the fashion with I-Mode? What other frivolous fads, requiring bandwidth, will tempt these urchins? Wireless interactive games integrating GPS? IMO, NTT stands at its apex - with future paths leading downhill. Failure to realize a viable wCDMA network - with scale and performance - in 2001 both defines and seals its decline. ben

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