I think it's important to remember the big financial win for DoCoMo's 3G
is voice, which will be rolling out before data. I doubt this delay will
have much impact on DoCoMo.
r e n
Michael Turner wrote:
>
> Contrary to the subject line, this isn't "3G might be delayed", but
> rather "high-speed data transmission will probably be delayed."
> 3G being more than just data.
>
> Reading between the lines: I suspect that, by "quality", MPT
> really means "speed." To the extent that 3G network "spend"
> (ooh, there, I said it!) is on the back-end network infrastructure,
> this MPT decision could be good for NTT's present service offerings,
> as well as their earnings. NTT can improve (and gain market share in)
> existing services by substituting 3G-targeted equipment both voice and
> i-mode, while not having to face the music (so to speak) over the
> rapidly-dying expectations built up by 3G hype. NTT can shrug and
> say "the government stopped us."
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Received on Tue May 29 13:34:58 2001