Openwave is one of the key players in software and all things wireless, and are a vendor to both J-Phone and KDDI. We interview a senior product manager on standards-based applications, and why MMS may fail like WAP 1.0. We also take a first-hand look at a lively new instant messaging application for keitai and PC.
The drop in ARPU could be related to the fact that both DoCoMo and KDDI now have camera-equipped keitais on the market (although DoCoMo’s isn’t Java-enabled). Are we seeing the end of the camera-phone bubble? If so, there’s little else on the horizon to serve as the next market booster — except, of course, 3G speed-optimized services (and KDDI’s got the better network right now).
The Streaming Media Japan 2002 show was held last month, and we dutifully trooped over to cover the excitement, certain in our belief that mobile players would be out in force. There wasn’t a single carrier there — nada, zilch — much less any of the big-name content players. Isn’t Japan’s 3G future supposed to be all about streaming content delivered via thin air? Guess not..?!?
We think that the market heavyweight, NTT DoCoMo, gets a better payback by spreading Java far and wide (at a low marginal cost), while eschewing pricey gadgets and add-ons (or making the consumer pay for same when desired; we note that DoCoMo’s SH251i is selling for 5,000 yen more than J-Phone’s high-end Sharp Sha-mail handset).
There’s a whole donburi full of WLAN projects in the works right now, including efforts by NTT DoCoMo, NTT Communications, Yahoo BB, Speednet, and others. All are following the famous “hotspot” model, and are angling tie-ups with your Macdonalds, your Mos Burgers, and your coffee shops. But we found a new entrant with a contrarian approach. Forget all the relatively immobile burger eaters and coffee drinkers; MIS provides fat pipes to surfers who are actually walking down the street.
Neale contacted DoCoMo IR, who helped clarify where the 9 percent lives in DoCoMo accounts. In the English version of the Consolidated Financial Statements (8 May 2002), under “(2) Consolidated Statements of Income” (page 16), there’s a section titled, “Operating income from other businesses.” This includes the 9 percent (Aha!!), and amounted to 45,272 million yen in FY2002.
