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Technology Stocks : NTT DoCoMo Inc. (DCM)
DCM 36.130.0%Mar 11 4:00 PM EST

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To: quick_thinking who started this subject9/12/2004 2:56:57 AM
From: quick_thinking   of 55
 
Interview with DoCoMo's new CEO in FT

There is an interview in FT with the new CEO of NTT-DoCoMo, Masao Nakamura:
mailft.com

(you need a subscription to read this, but you can get a free 14-day subscription)

The key points:
- he says that ARPU has increased for FOMA/3G despite much lower data charges due to content
- it's key to satisfy customers especially with number portability coming
- flat rate data force DoCoMo to look for new busines models such as wallet phones, since there is a cap on data income for individual subscribers, so increasing content views does not increase ARPU beyond the cap
- fixed-mobile integration is coming

quick_thinking
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