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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: shamsaee who wrote (28378)7/19/2000 11:50:13 PM
From: Eric L  Respond to of 54805
 
shamsaee,

re: NTT DoCoMo

<< The missing link is the US >>

Hutchinson backed VoiceStream a real possibility (add Powertel for a complete national footprint).

Sprint PCS possible.

SBC/BS or Nextel are alternatives.

There already in LA too and will be a major player there.

<< Am I hallucinating here or is this pretty well planned? >>

Planning started in 1992 and accelerated since 1996 when they commenced WCDMA development for IMT-2000 spectrum.

<< where does VRIO fit in all of this? >>

Not sure.

- Eric -



To: shamsaee who wrote (28378)7/20/2000 1:58:32 PM
From: Eric L  Read Replies (1) | Respond to of 54805
 
Re: NTT DoCoMo possible expansion in US

<< The missing link is the US >>

Excerpt from an "UpsideToday" article yesterday called "Deutsche Telekom Mum As Voicestream Bid Talk Mounts"

>> But it may have to first face off Japanese cellphone giant NTT DoCoMo, whose Hong Kong partner Hutchison Whampoa is an effective 23-percent VoiceStream shareholder. Industry sources say DoCoMo is eyeing a 20 percent stake. <<

- Eric -


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