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Technology Stocks : NTT DoCoMo Inc. (DCM) -- Ignore unavailable to you. Want to Upgrade?


To: quick_thinking who wrote (6)3/1/2004 1:16:10 PM
From: slacker711  Respond to of 55
 
Yes the 900i phones are fantastic, however for the majority of users to switch to FOMA, the coverage must improve still further, and this will still take a couple of months.

It looks like Docomo is planning on having some major upgrades to their indoor coverage over the course of the next year. I assume that the roll-out of 800MHz W-CDMA basestations will be a significant help for outdoors coverage, though I'm not sure if that will happen until the second half.

nttdocomo.co.jp

Though the coverage isnt perfect, I think FOMA has a good chance to see significant growth in the next couple of months. If they sell 500,000 handsets a month, this would still only be 20-25% of Docomo's overall handset sales each month.

Once they get coverage comparable to PDC (do you have any estimates on when you think that will happen?), we should see FOMA sub numbers going up by more than 1 million a month.

Slacker



To: quick_thinking who wrote (6)3/1/2004 10:29:27 PM
From: Eric L  Read Replies (1) | Respond to of 55
 
DoCoMo FOMA

quick_thinking,

Two questions.

1.) Do you have a feel for when DoCoMo plans to make the changeover from J-UMTS to 3GPP 'R99/R4' UMTS?

2.) How aggressively is DoCoMo marketing FOMA services?

TIA.

Best,

- Eric -