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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: 100cfm who wrote (3621)	10/11/2000 7:51:05 AM
From: foundation	Read Replies (1) \| Respond to of 197214

"Ask yourself why hasn't DDI's EZWEB kicked i-modes butt." ---------- Up until the recent merger, NTT was the only carrier with a national footprint - the only carrier who could provide service everywhere in the country. A bit of an advantage for NTT, yes? Involving nothing to do with I-Mode. Only with a level playing field in this area can you compare popularity of value-added services. We shall see hoe the new DDI/IDO competes over the next months. Also, why will carriers worldwide gravitate to I-Mode - and share proceeds with NTT - when they can develop their own version (with proprietary content if they wish)? The technology is not proprietary (develop their own browser-based (versus WAP) service with same or better features - graphics)- and keep revenues themselves? And WAP will catch up with graphics, etc. (I am no fan of WAP.) And outside of Japan, I-Mode is not a dominating "brand" like AOL. It's chances of becoming one in fortress Europe are nil, and for competitive reasons nearly nil in the Americas. As for Asia, I don't even see NTT's Korean buddies SK buying into I-Mode... ben