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To: S100 who wrote (88129)	11/23/2000 2:34:12 AM
From: Boplicity	Respond to of 152472

Fire Keiichi Enoki Fire him! GT

To: S100 who wrote (88129)	11/23/2000 7:09:43 AM
From: foundation	Read Replies (1) \| Respond to of 152472

NTT confessions continue.. game over for wCDMA?? ---------- DoCoMo sounds alarm on 3G By Dan Roberts and Michiyo Nakamoto in Toyko Published: November 22 2000 21:39GMT \| Last Updated: November 22 2000 21:58GMT Third-generation mobile networks may not provide the revenue growth many European telecoms companies are counting on, according to NTT DoCoMo, the Japanese phone operator that pioneered mobile internet access. Keiichi Enoki, who runs DoCoMo's successful i-mode internet service, says operators will struggle to justify the more than E100bn ($85bn) they have spent on 3G licences in Europe. "I don't think the business model will fundamentally change from 2G to 3G. The essence of the cellular phone business will be the same," said Mr Enoki in an interview. DoCoMo, which is testing 3G technology, is finding that it is unsuitable for carrying large video or sound clips, one of the services that could provide new revenue streams for mobile operators. The new technology provides faster data speeds than 2G, allowing colour video and high-quality music to be sent to mobile handsets. Sustained bursts of multimedia data consume large amounts of the radio spectrum and DoCoMo says it will be too costly to download large files, such as pop videos, to handsets. Mr Enoki said: "The conclusion is that we will perhaps offer short video clips of 10 to 15 seconds and previews of music that people can purchase to download at home through their PCs or TVs." Mr Enoki said operators could best hope to increase revenue by charging commission on these transactions as well as from advertising. Japan will be the first country to offer 3G services next year. Its experience contrasts with the approach of operators such as Vodafone in the UK, which plans to download songs over mobile networks. DoCoMo says phones will be used to order multimedia content, which will be delivered over other, more cost-effective, telecoms networks. DoCoMo's pessimism about the potential of 3G technology could damage confidence in Europe just as investors are questioning the huge levels of debt generated by set-up costs. news.ft.com ---------- Sad, sad, sad - and pathetic... And DoCoMo speaks of its mature vision for wCDMA - no reference to early, preliminary services... Remarkably, deceptively, out of arrogance, NTT speaks of performance for all 3G - all Standards - all technology - not specifically its own wCDMA failures. Hardly honorable - or accurate - but perhaps palliative to stumbling management. From November's "DoCoMo Seen Posting Record 1st-Half Profit on i-Mode" - "...The W-CDMA service, which allows users to send data at least 40 times faster than DoCoMo's current technology, will let users view moving pictures and download music..." Today's retraction - "..DoCoMo, which is testing 3G technology, is finding that it is unsuitable for carrying large video or sound clips..." ONLY IF YOU INSIST ON APPLYING YOUR BASTARD TECHNOLOGY AND PISS SPECTRUM AWAY WITH 5MHZ CHANNEL SPREAD.. CARE TO CONSIDER THE VIRTUES OF SEPARATE, DYNAMIC CHANNELS FOR VOICE AND DATA?? Is this an epiphany that struck Keiichi Enoki in the shower this morning? There was certainly no sign of these doubts earlier this month when presenting earnings... Time to back track. And eat a little crow. How will the picture NTT paints and repaints change by May? How many confessions are still to come? Then again, how much worse can it get? "Spend billions to upgrade to wCDMA! - Your 3G experience will be.. essentially the same as with 2G!" Is 1xEV destined to be the global data panacea? Clearly, NTT is convinced wCDMA can't get it up. And for once - I believe them. Now, apologists will preach that mobile wireless bandwidth isn't needed. No doubt, this will be the new spin. And rather convenient: If wCDMA can't perform a function - the function isn't necessary or relevant. Will Operators swallow this bile? Unlikely... Especially after 1x EV trials next year. And the fig leaves fall. It's most appropriate for NTT to buy a piece of AWE. They're likely to have much in common in the future... And it looks like Gilder was dead on.