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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 10:16:44 PM
From: Yamakita  Read Replies (3) of 196961
 
I think the two biggest reasons for KDDI's underwhelming performance are

1) lack of color. Docomo has been offering big, nice color screens for a long time. Go to any large electronics shop in Tokyo and you'll see dozens of docomo color models to choose from, all displayed prominently. KDDI/au just started offering a color model very recently. It pains me to say this as someone who has 25 percent of their port in the Q, but the phones are simply lame-looking next to the docomos.

2) It has nothing to do with speed. It has to do with fashion. No one cares about 64k access--they care about stylish phones with big color screens. That's where the babes flock. It's really pathetic when I'm standing in a store, fingering the new Au models all by myself, when the docomo display has about a billion chirping chickadees all over it.
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