I wonder if there isn't also a financial rationale. October is
a wonderful month for market crashes, and the debts of telecom
companies have already approached the galactic proportions
last seen in the U.S. only in the S&L crisis (but with bailouts far less
likely, more like "take the exit marked 'black hole' please").
Sure, DoCoMo lost 5 points today on this announcement, but it
might be a lot better off in the end with a really smooth,
triumphant, stock-price-plumping launch in October, when there
might be lots of U.S. telecom infrastructure available for pennies
on the dollar. They'll need this, to ramp up stateside i-mode.
As for this delay being good for Sprint, et al., I think it's
more likely they'll announce their own delays soon. A basic
law of systems development: if nobody can quote you a nonzero
probability of delivering early, there is almost a 100% chance
of that the system will be late.
-m
leap@gol.com
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Received on Wed Apr 25 11:52:02 2001