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

From: Renfield Kuroda <Renfield.Kuroda_at_msdw.com>
Date: 11/08/00
Message-ID: <3A09146D.C2364AEA@msdw.com>
Masi Yamada wrote:

> 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.

However, DoCoMo traditionally is VERY conservative in its estimates, even after
i-mode's explosive growth.


r e n


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



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Received on Wed Nov 8 10:46:36 2000