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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (51106)	4/25/2002 12:43:58 PM
From: slacker711	Read Replies (1) \| Respond to of 54805

Did they say, or do you know, what applications Koreans find attractive? That is, what do those consumers want to do, with their new wireless data capability? Nothing out of the ordinary....mostly ringtones, games, and various types of downloads. Here are a couple of presentations from KT Freetel and SK Telecom which give some details. ktf.com sktelecom.co.kr I know that Eric L. disagrees with me....but I view the Korean results as an indicator for what we could see when 1x is launched in the US. The success of wireless data in Japan was easy to writeoff as a cultural idiosynchrocy....but Korea is much closer to the US than Japan. They have a higher percentage of internet users than Japan and a lower usage of public transportation....two factors that many have pointed to as why Japan has been so successful. Korea was already using wireless data to a certain extent, but it wasnt significantly more successful than Sprint PCS in the US. Only when handsets with color screens and packet data were launched did data ARPU's begin to rise dramatically. Only time will tell...but if we get even a hint of the success in Korea, the entire wireless sector would probably turn around. Slacker