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To: Tokyo VD who wrote (3819)	10/2/1998 5:31:00 PM
From: Sea Otter	Respond to of 10081

Tokyo, I was a there as a mere subcontracter, a hanger-on to a larger meeting. You are right; not my usual ecological habitat. I wish I had a better sense of timeframes with these carriers. Nonetheless, I do get a sense that once we get one, we'll quickly get others. Domino effect, as no one wants to be left behind. The counteracting influence (beyond typical large company caution and inertia) is differentiation. They all presumably want to come out with their own brand, suitably differentiated and value-added, and this takes time to plan and roll-out. One thought: Christmas is looming. You would think that this would be a good time for a carrier to bag mindshare. And, if a carrier wants to be there by Christmas, then we should see an announcement sometime well prior to that ... Another thought: with all these shows over the next three weeks, it seems likely that we'll get at least one big piece of news. Certainly the best venues historically for such announcements! Sea Otter