SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : NTT DoCoMo Inc. (DCM)
DCM 36.130.0%Mar 11 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: quick_thinking who wrote (6)3/1/2004 1:16:10 PM
From: slacker711   of 55
 
Yes the 900i phones are fantastic, however for the majority of users to switch to FOMA, the coverage must improve still further, and this will still take a couple of months.

It looks like Docomo is planning on having some major upgrades to their indoor coverage over the course of the next year. I assume that the roll-out of 800MHz W-CDMA basestations will be a significant help for outdoors coverage, though I'm not sure if that will happen until the second half.

nttdocomo.co.jp

Though the coverage isnt perfect, I think FOMA has a good chance to see significant growth in the next couple of months. If they sell 500,000 handsets a month, this would still only be 20-25% of Docomo's overall handset sales each month.

Once they get coverage comparable to PDC (do you have any estimates on when you think that will happen?), we should see FOMA sub numbers going up by more than 1 million a month.

Slacker
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext