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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (25712)	8/18/2002 11:50:27 AM
From: quick_thinking	Read Replies (1) \| Respond to of 196649

> Any thoughts regarding KDDI's recent success? Here are some spontaneous thoughts for the CDMA2000-1X vs FOMA success: - KDDI's CDMA2000-1x has more attractive handsets than FOMA and is interoperable - generally KDDI fees are lower - KDDI generally has more fashionable phones, DoCoMo's phones are more conservative - KDDI's handsets generally have more functions, e.g. GPS, camera, JAVA etc. DoCoMo's handsets tend to be more specialized, e.g. camera but no JAVA etc, while KDDI's camera-handset also has GPS and JAVA, DoCoMo does not have such a set. So if you want a handset with GPS+camera+JAVA you need to buy a KDDI handset. - KDDI has to fight much harder and is more "hungry" than DoCoMo, because (a) it's far below DoCoMo in overall market share AND (b) it's neck to neck with J-Phone - compared to DoCoMo and J-Phone/Vodafone, KDDI is far less distracted by globalization issues, so KDDI is free to focus 100% on Japan Don't make a mistake though - DoCoMo recently upgraded conventional imode by a factor of 3 for the 504 series, data from 9.6kbp/s to 28.8 kbp/s. It's less than KDDI's 144kbp/s but also not bad. Note also that these speeds are all nominal for best conditions, and are typically lower in real life. Don't make another mistake - DoCoMo is a bit like Microsoft: initially Netscape had a better browser then Microsoft, and Macintosh has a windowing system, when MS-DOS still use command-line interfaces, but in the long run Microsoft wins. They same could/could not become true with DoCoMo and KDDI and J-Phone - that's in a way the multi-billion dollar question. Hope this helps, more here: eurotechnology.com eurotechnology.com from quick_thinking in Tokyo