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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: qwave who wrote (75884)	6/7/2002 10:41:53 AM
From: limtex	Read Replies (1) \| Respond to of 99280

QW - KDDI is now #1 in Japan for new subs. They doubled their 1X customer base in the month. OK I would have prefered more say a trebling of their sub base per month but that will happen as teh new handest models roll out and the new Brew services catch hold. Don't forget only 1X has GPS and it takes time for people to become accustomed to a new high tech service like that, both handset customers and the business that will take advantage of the service. Even in the US the GPS will take a bit of time to get going since most people have never experienced anything like it before. Still I thought the numbers were just fine and no competition fo six months or maybe more. Best, L

To: qwave who wrote (75884)	6/7/2002 10:48:21 AM
From: Kayaker	Read Replies (2) \| Respond to of 99280

I doubt the KDDI's May numbers are what you were looking for considering April's numbers. Disappointing huh? Overall subscriber numbers aren't booming, but relatively (competitively) speaking, KDDI did quite well I think. Their net increase for May was 143,000 subscribers compared to 138,800 for NTT DoCoMo. Given that NTT DoCoMo has about 60% of the total market and KDDI has 24%, KDDI is growing at a much faster rate (> 2.5x). More telling is the popularity of CDMA 1X compared to WCDMA. The number of CDMA 1X customers (some new, some current CDMAone and PDC) at KDDI increased by 361,600, but the number of WCDMA customers at NTT DoCoMo only increased by 6,800.