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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Manly who wrote (79461)	2/28/2000 7:31:00 AM
From: swisstrader	Read Replies (1) \| Respond to of 108040

Glenn...here's my take on DoCoMo article...a) Japanese gvt looking at reliability at these telcos. is just this side of a bad joke (outages, whether they be from etrade, ebay or DoCoMo, while no pleasure, are all part of learning and dealing with new technology and bandwidth probs coupled with massively increasing user vols...can you say 4M new users/yr for imode phones??!!), b) as the article rightly states, there ARE NO STANDARDS for this new area of tech and they'll spend the next 2 yrs (probably w/NTT's help!) determining what those standards should be, how to police and who is in violation, c) I wish every time Schwab or Etrade was down someone would call for an investigation!!, and d) there will be little if any pullbback on the news...stock made a 10% move last week and while the news is interesting, don't think a major pullback will happen....too much terrific news on the horizon here for DoCoMo. May also wish to check out the following: Six new investment trusts focusing on Japanese equities were launched last Friday, collecting a combined 188.58 billion yen in initial subscriptions. Such funds are seen investing in a wide range of stocks, picking up industry laggards as well as high-flying Internet shares. Dealers said buying would concentrate in core information technology stocks such as telecoms giant Nippon Telegraph and Telephone (NTT) Corp, its mobile phone unit NTT Docomo, and Sony Corp NTT Docomo ended on a strong note last Friday at 4.23 million yen, up nearly 10 percent on the week, helped by news that Goldman Sachs reiterated its ``buy' recommendation on Docomo, keeping its price target at 4.34 million yen. The report said subscriptions for Docomo's i-mode service have been increasing as forecast.