(keitai-l) Re: i-mode usage likely overstated

From: <jason.c.freedman_at_accenture.com>
Date: 02/02/01
Message-ID: <OF68812ACE.371B6C18-ON492569E7.00289A62@accenture.com>
Not sure it matters.  If they have signed up, they are paying DoCoMo
300\/month for the priveledge (which they can cancel at any time).

Also, DoCoMo has said that the average i-mode user has 25% of his DoCoMo
bill in i-mode related fees (i.e. Packet rate, plus subscriptions, plus
i-mode service fee).

What really counts, to DoCoMo at least, is the ARPU (average revenue per
user), and the market share.  The good news for DoCoMo is that market share
has risen, the market has grown significantly and although ARPU continues
to drop quickly, it isn't nearly as bad as it would be without i-mode
service.  You can look at all of DoCoMo's success as simply a way to
attract more users and slow down the bleeding as ARPU drops (1997 =
100$/user,  1999 = 80$/user, 2000 < 70$/user (est)).

For developers, you are looking for access to a market.  If you have a cool
enough idea and access to 18+ million people you just need to execute well.

Jason


Accenture is the new name for Andersen Consulting as of January 1, 2001.
Our web address is http://www.accenture.com


                                                                                                                           
            "Jonathan Shore"                                                                                               
            <jshore@e-shuppan.com>              To:     <keitai-l@appelsiini.net>                                          
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            keitai-l-bounce@appelsiini.n        Subject:     (keitai-l) i-mode usage likely overstated                     
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            02/02/2001 12:54 PM                                                                                            
            Please respond to keitai-l                                                                                     
                                                                                                                           
                                                                                                                           






Not sure if you've seen this - Tim Clark's internet report of Jan 30th has
a
section entitled:  "Internet-enabled mobile phone user numbers overstated".
Not sure if I can repost it here (can be found on tkai.com) so I'll provide
a summary.




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Received on Fri Feb 2 09:27:39 2001