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

To: rkral who wrote (32110)	2/7/2003 10:07:07 AM
From: slacker711	Read Replies (1) \| Respond to of 197246

KDDI numbers are on the tca site before the KDDI site. Is that normal? I'm not sure when they put the numbers up....but they are now available. kddi.com The 1x adds for Nov/Dec/Jan months are 604,400, 775,800, and 639,000. The Dec number was exceptional and hard to follow. Does Japan have an equivalent to the U.S. Christmas season, that would explain the Dec pop? We may just see 1x-net-adds-per-month settle in near 675,000, the average for the last 3 months. If recent trends hold, 50% of KDDI's subs will be 1x at Apr 2003 end. The overall trends arent bad....I am just looking at it from a marketshare standpoint. I would have thought that KDDI would have been able to at least reach parity with Docomo from a net add standpoint. The numbers vary, but they are consistently second or third on the net add list. KDDI's 1x network is competing against two overloaded PDC networks. They have managed to drop churn considerably (.8% since the 1x launch) but they still havent managed to attract a great number of J-Phone or Docomo subscribers. Perhaps that will change with the launch of BREW. KDDI seems to be pretty ambitious about the number of BREW handsets they will sell during the next year so hopefully they plan an extensive list of applications. Slacker