Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (71011)	4/21/2000 2:35:00 AM
From: Sully-	Read Replies (1) \| Respond to of 152472

NTT Docomo may curb i-mode sales By Yvonne Chang, Reuters 19 April 2000 Japanese cellular phone carrier NTT Docomo may limit sales of its popular i-mode Internet mobile phone service because the service is getting so popular its creating capacity problems, the company said on Wednesday. Yet any negative impact on the company's earnings and share price is likely to be shortlived as capacity restraints were expected and technology is being developed to overcome the problem, analysts said. Docomo has suffered 16 disruptions to its fast-growing Internet service since it was launched last year, casting doubt over its ability to accommodate the estimated 10 million i-mode subscribers expected by year-end. Docomo has seen spectacular sales of its i-mode telephones, surpassing a goal of five million subscribers by the end of March and making it Japan's biggest Internet access platform. I-mode users can exchange e-mail, do on-line banking and navigate more than 7,000 Internet sites that have been set up for the i-mode service. "We are considering various measures to address the service disruption problems we have been experiencing...and restraining sales of i-mode is one option," a spokesman for NTT Docomo said. The spokesman said one of several options was to not allow current NTT Docomo mobile phone users to switch to i-mode handsets as a temporary measure. About half of 170,000 Docomo customers who apply for the i-mode service every week are users who switch to i-mode from older phone models, according to Nihon Keizai newspaper. The newspaper, in its Wednesday evening edition, said Docomo will continue to accept first-time mobile phone users who wish to subscribe to i-mode but suspend advertising its i-mode service for an indefinite period of time. Docomo was also looking into ways to strengthen its infrastructure, such as building more servers and updating its software, the company spokesman said. The news came after the Tokyo stock market closed. Docomo shares closed up 90,000 yen or 2.49 percent at 3,700,000 yen ($35,360). Major telecom firms are preparing to offer in spring of 2001 next-generation, high-speed mobile phone service capable of transmitting video available through the Internet. Docomo had hoped to shift its subscribers to the new service but capacity problems hit Docomo earlier than anticipated because of the explosive demand for the i-mode service, said Yasumasa Goda, analyst at Merrill Lynch. "In a way, you can say it's a luxurious headache for Docomo," said Goda. The Japanese government plans to issue only three licences for the new service, which includes a global roaming function. Long-distance and cell phone carrier Japan Telecom Co Ltd said on Wednesday its nine mobile phone companies have applied for the licence. NTT Docomo also has applied. The remaining competitor, DDI Corp , which will merge with leading international telecom operator KDD Corp and IDO Corp, a cell phone unit of Toyota Motor Corp in October, is also expected to apply for the licence soon. totaltele.com

To: Boplicity who wrote (71011)	4/21/2000 6:35:00 AM
From: limtex	Read Replies (3) \| Respond to of 152472

GM - You got right to the heart of it. Absolutely right. Its over and we'v got that 'hope' thing again going to cost a lot. Monday is going to be the mother of all corrections down over 300pts or more? Should have known better. I thought we'd bottomed but this is going to be endless all the way to 2,000 or below. I was fooled by Monday and Tuesday. Like a market black hole we will be confused by being made to feel alternately great or lousy and changing strategy accordingly whilst slowly and irrevocably havin net worth reduced. 1999 was the greatest year and I guess we should have recognized it as the end. Need some encourgement... Best regards, L

To: Boplicity who wrote (71011)	4/21/2000 9:21:00 AM
From: qveauriche	Read Replies (2) \| Respond to of 152472

So much of this discussion of whether to dump tech ( or Q in particular) occurs without the clarification of whether one is in a taxable or non taxable position. If its your IRA we're talking about, that's one thing. But if you are a long term holder with a basis of, say, 6, in a taxable account,thats another. To sell here in Georgia, you're going to give 34% of the profit to one government or another. Then, if you want to get back in when things look better , you've got to pay another 34% of the profit (if any) you've managed to make on something else. Then you've got the hidden tax of the inevitable imperfect timing of your decision. You won't be lucky enough to sell at the absolute high water mark, and you won't be lucky enough to buy back in at the absolute low water mark.So add that in as well. Bottom line. If you're paying taxes, and if you believe in the long-term outlook for the co., I can't imagine a better strategy than patience. If you're going to sell in search of greener pastures,that stock down the street you're thinking about had better really sizzle. A final thought. We all talk from time to time about what the hypothetical Microsoft investor who bought in 1983 and held would be worth today. Well, the reason such investors are mostly hypothetical is because its difficult to hold on during those inevitable periods of rest between the legs up. Its also the case that if a company is truly revolutionizing the world, it has a greater tendency than the average stock to get ahead of itself; to move up in fits and starts; kind of like bursty data; with longer and more pronounced periods of consolidation.But revolutionize the world this company will.And I for one intend to sit tight, and contemplate the world of 2010. Bon chance to all.