A big winner could be Softbank.
An interview with Son-san discusses his ambitions for mobile.
http://www.asahi.com/english/business/TKY200406050123.html
A related interesting comment:
http://isen.com/blog/2004/08/will-son-sans-next-move-take-fat-out.html
On Tue, 17 Aug 2004 07:07:53 -0700 (PDT), Ken Chang <carigate@yahoo.com> wrote:
> (1)
> everyone thinks that DoCoMo will lose subscribers if the users can
> keep their phone numbers when change service provider. if mobile
> operators keep performing the same in two years time (2006-2007?),
> au/KDDI will be the winner to bag near half of the switching users.
>
> about same percentage of DoCoMo and Vodafone.jp users say they
> prefer the other company, which translates into 3 times more users
> Vodafone.jp may gain from DoCoMo than it will lose. I read this
> last year but things are changing.
. . . . .
> (2)
> I hear Vodafone.jp people say again and again things will change
> when they have MNP. though it's still possible that Vodafone.jp
> will benefit from MNP, I take the words in a negative way that
> they are not facing the reality and are postponing the problems.
--
Ben Miller
www.benmiller.com
Received on Wed Aug 18 03:07:12 2004