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To: tero kuittinen who wrote (6771)	8/1/2000 6:23:03 PM
From: arun gera	Read Replies (1) \| Respond to of 34857

Tero: It looks like there is a transition going on with DDI/IDO. During that transition, they are converting their PDC customers to CDMA. That might be their managable goal for this year. By next year they will be essentially a nationwide CDMA network with 1xrt enabled 144 kbps coverage. Then they will have to steal customers from other carriers. It is to be seen whether DDI/DDO can effectively do that. In the meantime, it is too early to conclude that higher speed is not a selling factor. Arun >>But it also raises the question of how wise it is to run two digital networks simultaneously. If you only offer web access through one network, you can always claim that this segment has a great subscriber uptake. But that also leaves you saddled with a PDC network that is rapidly losing high-end subs to PDC operators that do offer mobile internet. The combined performance of both networks has to be the real benchmark here.>>

To: tero kuittinen who wrote (6771)	8/2/2000 12:19:01 AM
From: slacker711	Read Replies (1) \| Respond to of 34857

If EZWEb topped 3 million subs by the end of July, that could have been reached by less than 15% month-on-month sub growth. Which is way below the mobile internet growth of J-Phone. Few people believed this would happen. A few points.... The numbers from June show J-Sky and EZ-Web adding roughly the same number of subscribers. However, the numbers from May show EZ-Web adding twice the subs as J-Sky. So the question is if May was just a blip. Also, I think that J-Phone started offering the J-Sky service in December (3 cities only) and has only offered nation-wide services since April. I think an up-turn in subs was to be expected (as existing subs finally got to upgrade to web-enabled phones). All of the above being said....the numbers for EZ-Web in July dont look great (a little over 300,000 new subs). I havent seen anything from J-Sky yet.... Slacker

To: tero kuittinen who wrote (6771)	8/2/2000 2:51:10 AM
From: tradeyourstocks	Read Replies (1) \| Respond to of 34857

Tero - Let me know if I misunderstood your point, but I think you're saying that data rates don't matter. Assuming that the info you provide is accurate and DDI/IDO data services are losing out to the 2 PDC carriers, my question is why do you think that is the case? The IS95-B networks are offering 64kbps versus 9.6kbps for the others. Certainly, the robustness of the higher data rates should allow DDI/IDO to offer more interesting data services to their customers, right? Is it just the case of uncompetitive pricing, marketing or what? genuinely curious, MicroE