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

To: Keith Feral who wrote (4587)	11/15/2000 1:48:30 PM
From: Eric L	Read Replies (2) \| Respond to of 196875

Keith, Re: DDI sub growth. << In the last report I saw from DDI, they said they were signing up 1 million of their customers per month for their new wireless internet service. This report was published back in August or September in a article featuring the new color microbrowsers that Hitachi was including on their phones. >> Interesting. If you ever find a link for that or anything similar, please let me know. The numbers do not come close to anything I have seen, and I watch subscriber growth pretty darned carefully. Thats an old habit. Maybe there was a typo? As you know DDI had an abysmal 3rd quarter re subscriber net adds and sufferred tremendoys churn to DoCoMo. Overall CDMA growth in ALL Asia Pacific for July, August, September, appears to be about 2 million. This is of course net adds and their could have been some internal deployment of service within DDI, but it sure don't come close to 1M subs per month or even per quarter . As for the first month of Q4 Reuters today reports: "In October, the total number of users accessing the Internet through cell phones in Japan jumped 10.7 percent from September to 21.8 But of that total, KDDI's EZ-Web only accounted for 19 percent while DoCoMo's "i-mode" service held 64 percent." I don't have an exact number but looks to be about 200,000 subs. Some of this may come from conversions of their own subs or their newly merged affiliates. EDIT - I am wondering if the article you saw might have referred to the sub growth for the whole conversion to wireless internet service in Japan? That would be a little closer. - Eric -