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To: Eric L who wrote (19652)	4/18/2002 10:15:44 AM
From: JohnG	Respond to of 34857

Let the games begin -- head on W-CDMA vs CDMA 1XRTT. KDDI claims it will have 280,000 3G users in the first month ( by the end of April) -- flat ran out of handsets. Meanwhile DoCoMo's W-CDMA service is up to 89,000 handset owners after several months of operation. <<ggg> 18 Apr 2002, 09:57 AM EDT Msg. 805 of 808 (This msg. is a reply to 794 by buddyboyfox.) KDDI says may be Japan's top 3G operator (Rewrites lead, adds background) TOKYO, April 18 (Reuters) - KDDI Corp (9433.T) said on Thursday that its ``au'' wireless unit would probably be the largest third-generation (3G) phone operator in Japan, selling 280,000 3G handsets in April, the first month of its launch. On April 1, au started its CDMA2000 1x service, offering fast Internet access, moving picture clips and global positioning system (GPS) services. Japan's largest mobile operator, NTT DoCoMo Inc (9437.T), which launched its 3G service in October last year, has seen a slow start so far, signing up about 89,000 3G users. Unlike DoCoMo, which has had to build a 3G network from scratch, which has pushed up its handset and service charges, KDDI has simply upgraded its existing networks to launch 3G, allowing it to offer competitive pricing. KDDI is pinning its hopes on the 3G service to regain ground lost to J-Phone Co Ltd, operated by Japan Telecom Co Ltd (9434.T) and Britain's Vodafone Group Plc (VOD.L), which overtook it last month as Japan's second-largest wireless operator. KDDI President Tadashi Onodera said sales of 3G phones had been in line with expectations and it aimed to regain the number two spot with 3G. ``I believe we can attract subscribers with the new services,'' he told a news conference. Onodera said 60 to 70 percent of the 3G buyers were existing au users who renewed their handsets.

To: Eric L who wrote (19652)	4/18/2002 10:18:25 AM
From: elmatador	Read Replies (1) \| Respond to of 34857

Elmat heads to Thailand. MOT project. STXN transmission. Message 17336551

To: Eric L who wrote (19652)	4/18/2002 11:12:56 AM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 34857

What we are seeing is the failure of GPRS to make any impact on the GSM market. In the next six months we find out if 1X has an impact on the CDMA market. Initial signs for 1X have been good, while the initial signs for GPRS have sucked. Now we wait and see if slower GSM growth is due to the economy, lack of interest in higher data speeds, or preference for better devices, capacity, and data speeds (which we get to watch for the next year, starting in July when PCS launches 1X. Nok is in trouble for four reasons, GPRS sucks, more competition form the like of Samsung, saturated market in Euroland, and delays of WCDMA. Caxton