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To: tero kuittinen who wrote (4065)	4/8/2000 9:47:00 AM
From: Ruffian	Read Replies (1) \| Respond to of 34857

Tero, do you still write for the Register? Ruff

To: tero kuittinen who wrote (4065)	4/8/2000 10:37:00 AM
From: Kent Rattey	Respond to of 34857

From the Pres: Okuyama declined to disclose the company's plans for the launch of third-generation (3G) cellphone services. He said that the company has not reached a final decision about which of the two competing 3G formats DDI will adopt for 3G cellphone services. Wednesday, April 5, 2000 DDI Plans 120 Bln Yen New Share Allocation To Toyota TOKYO (Dow Jones)--DDI Corp. (9433), a major long-distance telephone and mobile phone operator, said Wednesday it will issue Y120.00 billion of new shares in a third-party allocation to Toyota Motor Corp. (7203). DDI will issue 123,448 new shares at a price of Y972,100 per share. Payment is due Sept. 29, it said. The move is part of the planned three-way merger in October of DDI, KDD Corp. (9431) and IDO Corp. KDD and IDO are affiliated with Toyota Motor. The three telecommunications companies said Wednesday that they have formally signed a plan to merge on Oct. 1, with DDI becoming the surviving company. Following the new share issue Toyota Motor will become the second largest shareholder in the merged entity with a 13.3% holding. Kyocera Corp. (6971) will be the top shareholder with a 15.3% stake. Speaking at a press conference in Tokyo Wednesday, Toyota chairman Hiroshi Okuda said that Japan's top carmaker expects the merged company's network business and third-generation cellphone operations to offer "good growth potential." The top management team for the new company was also officially unveiled Wednesday. Jiro Ushio, chairman of Ushio Inc. (6925) a major Japanese lighting products maker will become chairman of the merged company. Kazuo Inamori, honorary chairman of DDI and Kyocera and Shoichiro Toyoda, honorary chairman of Toyota will both become honorary chairmen of the new company. KDD president Tadashi Nishimoto will assume the position of vice chairman. In addition to these appointments, KDD and DDI will each have two new board members and IDO will assign one member. As previously announced, current DDI president Yusai Okuyama will remain as president of the new firm. Speaking at Wednesday's press conference Okuyama said that sales and profits targets for the merged company will be announced by the end of June. Okuyama declined to disclose the company's plans for the launch of third-generation (3G) cellphone services. He said that the company has not reached a final decision about which of the two competing 3G formats DDI will adopt for 3G cellphone services. The deadline for submission of applications to Japan's Ministry of Posts and Telecommunications for licenses to operate cellphone 3G services in Japan is May 10. As part of the merger agreement, DDI will make Y25 per share compensation payments to KDD shareholders, the companies said. The payment will be added to KDD's midterm shareholder dividend for the first half of the current fiscal year ending September 30.

To: tero kuittinen who wrote (4065)	4/8/2000 11:28:00 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 34857

Tero, what do you make of the theory, advanced on some of the QCOM threads, that DDI is just putting up a W-CDMA "front" so that it will be allowed to bid for those spectrum licenses against DoCoMo, thereby jacking up the spectrum costs for DoCoMo? And then, once that is accomplished, DDI will supposedly return to the secure fold of cdma2000?

To: tero kuittinen who wrote (4065)	4/8/2000 11:46:00 AM
From: slacker711	Respond to of 34857

FWIW....there was significant disagreement on the Qualcomm S&P thread about the meaning of any decision by DDI (with myself and DaveMG providing most of the disagreement). However two things need to be pointed out.... 1) DDI is talking about going W-CDMA in new spectrum. I think the plans still hold for 1xrtt (and probably HDR) in the current cdmaONE spectrum. This is a little different than ripping out their current infrastructure to put in W-CDMA. 2) Part of the reason for people not taking the W-CDMA decision seriously on the Qualcomm threads, is that most dont see any possability that W-CDMA will be ready by May 2001. Rightly or wrongly....this is part of what they are banking on. Thus even if DDI makes the announcement, some will say that DDI will be forced to change their decision when W-CDMA is delayed. My personal feeling is that the issue has always been one of time. Assuming that W-CDMA and CDMA2000 are equivalent (in terms of performance) then the only advantage that CDMA2000 will have is if it get's to market first. Nevertheless....I would be entirely more comfortable if I knew Qualcomm's plans for a W-CDMA ASIC....even better would be an announcement for a W-CDMA/CDMA2000 ASIC. Slacker

To: tero kuittinen who wrote (4065)	4/8/2000 12:40:00 PM
From: The Verve	Read Replies (1) \| Respond to of 34857

Geez Tero, talking about grasping for straws...the DDI president says a decision has NOT been made re: WCDMA but you still insist it has because the Nikkei stock market is telling us so? Wow. Let me give you credit, you'd probably make a damn good lawyer. You have the ability to construct what appears to be a reasonable argument out of nothing but conjecture and thin air. Bravo! Verve

To: tero kuittinen who wrote (4065)	4/9/2000 9:35:00 PM
From: t2	Read Replies (1) \| Respond to of 34857

tero, Thanks for providing such great posts. I like the way you are able to link stock performances on the Nikkei with what is happening in the marketplace. My feeling is that leaks are more likely in countries like Japan relative to USA. I think people dismiss subtle comments (ex. DDI) or hints too often while waiting for concrete information. Is there a site that provides details on W-CDMA? What (if any) is its connection to "CDMA" from QCOM? Your posts would indicate that W-CMDA is developed by ERICY, NOK, and NTT (Japanese?). That of course means these companies get license fees. Obviously, I had not done enough (not much at all!) research on this company before buying. However, I do see that Nokia is still gaining momentum as the brand name cell phone. Based upon what i see in the marketplace, it is the prefered brand. I believe consumers will generally choose a NOK even if it slightly more in price than competitive brand that may be just as good. I compare it the situation when a consumer buys an Intel or AMD CPU for their computer. The Intel chip will be chosen even if it is slower or most expensive by consumers. That is just the way it is. NOK is far from being an Intel but seems to be still gaining momentum is what I "sense". thanks. BTW--What is DDI? <ggg>