(keitai-l) Re: the AOL Japan-DoCoMo deal

From: J. Sean Bennett <sean_at_nnet.ad.jp>
Date: 09/29/00
Message-ID: <[email protected]>
----- Original Message -----
From: <NYoung@jup.com>

> i have been torturing myself with trying to figure out how this deal
> benefits NTTDoCoMo:
> any thoughts or responses to below?
>

I see three goals:
i) international content (esp. the TimeWarner resources) when they take
iMode abroad
ii) customer base - AOL being the largest ISP  brings a large number of
potential users to the wireless arena.
iii) money - notice the contract was with AOL Japan and not AOL proper.  NTT
has been on a shopping spree of late buying into and forming partnerships in
Asia, Europe, and NA of late.  Needs to stock the coffers again.  AOLJ is
still private; bring them to an IPO, and reap 42% of the gains.

I don't think they (NTT) give a darn about offering AOLJ's content it their
users; like you said they already have a raft of content providers for
Japanese imode users, all paying 9% to NTT, and AOLJ's lackluster numbers
pale in comparison with those of Nifty Serve and BigGlobe - if NTT was
looking for content for Japan, they likely would have chosen one of those
(then again maybe they tried to...)

Sean
--
Nnet Co. Ltd.
www.nnet.ad.jp
Received on Fri Sep 29 15:04:37 2000