(keitai-l) Re: i-mode vs net

From: Renfield Kuroda <Renfield.Kuroda_at_msdw.com>
Date: 07/17/00
Message-ID: <3972B495.52649DA7@msdw.com>
jason.c.freedman@ac.com wrote:

> I don't know, I guess.  Anyone know how fast the turnover really is in
> phones?
>

6-8 months average churn.
Also, rate of growth of I-Mode is higher than rate of growth of total DoCoMo
subscribers, meaning many current non I-Mode users switch to I-Mode.


> My basic point was that there are 7Million iMode users and exactly none
> currently support Java.  So you really have an installed base of 0.

True. But considering I-Mode growth rates and current churn rates, it's
possible to imagine  250,000 java-enabled I-Mode users 1 month after java
handsets are released.

r e n


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morgan stanley dean witter japan
e-business technologies | engineering and strategy



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Received on Mon Jul 17 10:19:31 2000