RE: UKNM: Re : Mobile Commerce

[Irakli West]

Speculative and interesting issue, this one. Bottom line, we (presumably)

won't see iMode as such over here.


NTT owns DoCoMo, iMode is a product. Partial ownership so far in KPN mobile,

Hutchinson 3G UK Holdings, Verio (US ISP), SK Telekom (Korea), all minority

stakes. Rumours include Optus (AUS, with C&W/ NTL), NZ Telecom and AOL

Japan. Orange is now owned by France Telecom (I think)


DoCoMo does not have the funds to buy majorities as NTT will not float it or

issue bonds or further equity - hence cash is the only source. This dilutes

the leverage they have (minorities) and endangers their technical and

business models, but they have a lot of experience in  - user experience!.

You are correct about the strategic investments.


The weakness of the system is periodically proven as the one and only (!)

server keeps crashing , 5 hours last time.


hope this helps


Irakli West

Mobile Digital Services

Syzygy Ltd.

Tel: +44 (0)20 7598 9930

GSM:+44 (0)7801 097 944

Mail:

i [dot] westsyzygy [dot] net

SMS Mail:

irakliwestsms [dot] genie [dot] co [dot] uk

> -----Original Message-----

>

From: David Bentley [bentleystor [dot] co [dot] uk (mailto:bentleystor [dot] co [dot] uk)]

> Sent: Tuesday, August 15, 2000 5:00 PM

>

To: uk-netmarketingchinwag [dot] com

> Subject: RE: UKNM: Re : Mobile Commerce

>

>

> I read that DoCoMo have invested in partnerships with those

> who have won G3

> licenses in Europe - e.g. now owning 20-30% of the Orange license (I

> think) - does that smell of impending i-Mode possibilities or

> is it just a

> strategic investment they are making?




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