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To: straight life who wrote (103699)	9/4/2001 1:46:35 PM
From: Art Bechhoefer	Respond to of 152472

straigt life--Re: NTT DoCoMo and KDDI. KDDI, a smaller operation than DoCoMo, may gain some market share if it proceeds with HDR or 3G technologies and gets them operating before DoCoMo. But the other side of the picture is that Japan is currently enmeshed in a recession that for the first time is resulting in major corporation layoffs--a very unusual kind of behavior for Japanese companies that heretofore were committed to lifetime employment. This change shows how bad things are getting, and under these tough economic strains, I frankly doubt that either DoCoMo or KDDI is going to get much additional consumer spending. Their main objective may end up as an effort to retain existing subscribers by lowering the cost of wireless phones and service to the bare minimum. As a result, and notwithstanding the potential CDMA business for KDDI, I don't see any remarkable growth for wireless in Japan in the near future. Art Bechhoefer