(keitai-l) Re: i-mode business model & content providers [was RE: I-mode site problems]

From: Masi Yamada <masi_at_kevoconsulting.com>
Date: 11/08/00
Message-ID: <CNEAIFPKOOGKLBJIACAJKEHHCGAA.masi@kevoconsulting.com>
I recently talked to a DoCoMo rep about their release plans and targets for
3G and they gave me extremely conservative figures for their subscriber
growth projections within 6months, 1yr and 2 yr.  They said that the inital
roll out would be limited to the Tokyo area and major metropolitan offerings
would follow over the next 9 months to a year.  It would take at least
another additional year to get nation-wide coverage.

The numbers they gave me for projected subscribers were so low in fact that
it suggested to me that they were going to price the 3G services quite
prohibitively to limit subscriber growth while they beefed up their
networks.  Otherwise I don't see how they could reasonably expect such a
slow adoption rate in a market where they have witnessed lightning quick new
technology adoption patterns.  The guys at DoCoMo aren't stupid so if the
projections are low, there must be a reason.  This was the only hint I got
as to how they were going to price the new service offerings.

Masi

> -----Original Message-----
> From: keitai-l-bounce@appelsiini.net
> [mailto:keitai-l-bounce@appelsiini.net]On Behalf Of Renfield Kuroda
> Sent: Wednesday, November 08, 2000 5:33 PM
> To: keitai-l@appelsiini.net
> Subject: (keitai-l) Re: i-mode business model & content providers [was
> RE: I-mode site problems]
>
> Dan Tochen wrote:
>
> > Hello all - I'm new to this list, so please be gentle.
> >
> > On the subject of data use on 3G networks, I'm not sure exactly
> what timeframe Ren has in mind, but as Jani said, DoCoMo has high
> expectations for this market; prez Tachikawa predicts that data
> will account for 50% of telco traffic by 2005. See below article:

	[excessive quoting removed]


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Received on Wed Nov 8 10:38:13 2000