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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%3:59 PM EST

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To: foundation who wrote (5082)12/1/2000 12:34:58 PM
From: cfoe  Read Replies (1) of 196546
 
T's entire thesis regarding their ability to compete is a gamble that what works for NTT in Japan will work in the US as well.

In Japan, with a population whose near-exclusive internet experience has been with handsets, and specifically the "slower, more modest" I-Mode technology, I-Mode provides sufficient utility and amusement.

How will sophisticated US customers - both adult and adolescent - with extensive Internet experience and expectations - and within a culture where faster and more is always not just better, but desired, respond to a "slower, more modest" service approach?



Benjamin - I hope I am not violating thread rules in repeating what you stated above. To me this is a (the?)crucial factor in whether or not T is making a big mistake. It is the kind of mistake a big, fat, bureaucratic, stubborn, "head in the past-type" organization would make.

Also, I am certain that the T executives are a lot more comfortable working with similar types from NTT, etc. than with the folks at QCOM. Their loss.
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