SI
SI
discoversearch

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


To: Kent Rattey who wrote (4609)11/15/2000 6:21:06 PM
From: Eric L  Read Replies (1) | Respond to of 196883
 
Kent,

Re: KDDI subscriber growth for web services

<< "Since then, subscriber numbers have soared. In January, there were less than one million people using it. Now there are almost four million."

Most appreciated.

Let's see - prox 3 million adds or redeployments divided by 9 months equals 330,000 per month, or divided by 10 months equals 300,000 per month, and we know subscribership surged initially at the expense of DoCoMo, then subscribership churned to the benefit of DoCoMo, so the 200,000 October estimate appears about right, so we are looking at maybe 1 Million per quarter as opposed to 1 Million per month, which is not DoCoMo pace, but not shabby.

If I stumble across the numbers I recently collected and analyzed on the 3 KDDI and the estimates above diverge greatly, I'll post back.

Thanks again.

*** OT & C *** Another nice Qualcomm day, was it not? Go QCOM! *** EOT ***

- Eric -