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

QCOM 178.28

-1.6%

Dec 12 3:59 PM EST

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To: 100cfm who wrote (4580)	11/15/2000 1:22:18 PM
From: Eric L	Read Replies (1) of 196962

100, << It could a combination of those two plus a poor marketing plan and campaign >> Well, it certainly is not about technology per se, and it sure isn't about capacity, but it certainly points to the fact that raw speed of data transmission does not win the day. Some of the reasons that have been cited for the very slow subscriber growth are: * slow in bringing colour-screen handsets to the market * loss of brandy identity (merger) * poor brand awareness to begin with * lack of marketing effectiveness * lack of a clearly defined user centric strategy * Lack of attractive data services * ignoring the teen market * high rates for data packets I don't know if KDDI uses 2 way SMS on their net. I think DoCoMo took a page out of the GSM manual and employs it (someone can correct me if I'm wrong) successfully. IM, more or less the equivalent of GSM G-Mail, is evidently at the heart of some of iModes success. 2 way SMS is no longer GSM centric. I believe Sprint has already implemented it, and Verizon ready to release it. KDDI will no doubt employ it if they are not already. While the FCC auctions were in progress in early 1995, Qualcomm stated that 2 way SMS ant OTA provisioning of subscriber data and applications would be added to CDMA networks in the future. The future is now. In the interim, it is important to note that when DDI first launched, it put a significant dent in DoCoMo subscriber growth. KDDI employs far superior technology than DoCoMo's kludged together alternative to PDC. They also have capacity and spectrum galore. They just gotta put it together. They are discounting deeply to match DoCoMo and are attempting to compete on price. This alone won't do it and is dangerous to their financial well being. DoCoMo has much deeper pockets. - Eric -

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