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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who started this subject	8/22/2000 10:53:47 AM
From: maverick61	Read Replies (2) of 57584

NTT - Bit of a longer timeframe contrarian play. International telecom's are all in the dumper - many near 52 week lows. NTT DoCoMo has hit it big in Japan with their I-mode wireless net service for cellphones. Extremely popular. They have been looking for inroads into the US market. Their deal to acquire verio is one step: dailynews.yahoo.com Their attempts to purchase Voicestream: cbs.marketwatch.com Their deal / rumored deal with AOL: thestreet.com their main thrust is to find the best way to bring their wildy popular I-mode service to the US market. If any of you have read anything about I-mode - you probably came to the same conclusion that I did - that NTT DOCoMo truly "gets it" when it comes to wirelesss web to cell phoes, and how to deliver and bill it in a fashion that makes it attractive to subscribers. Add to that that NTT is at near term oversold, at or near support - well, I think its a more medium term contrarian buy here. (NTDMY - which trades OTC may be another way to play it). This is not really a short term trade pick in my mind, but an interesting opportunity nonetheless IMO. just curious if others had any opinions on this

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