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Viewpoint

KDDI vs. DoCoMo: FOMA Forging On?

Last Friday’s monthly report released by the Telecommunications Carriers Association contained more grief for NTT DoCoMo’s 3G planners: While the carrier’s FOMA subscriber base grew by a healthy 15% in February, bolstered no doubt by the 900i-series handsets, KDDI yet again handily beat DoCoMo. While we aren’t reviewing our measure of confidence in the 900i-series, even after Big D admitted that the “best 3G phones in the world” were suffering from software bugs and had to recall nearly 70,000 Fujitsu handsets, we do note that NTT DoCoMo in Kyushu ‘fessed up last Friday to padding its subs figures so as to avoid the distinction of being the first DoCoMo sales region to actually suffer a (Gasp! Grrr!) net decrease in subscribers, according to Kyodo.

i-Mode's Owner in Hold Mode on Cingular

At last week’s regular press conference, DoCoMo president Keichi Tachikawa managed to confirm most of what we wrote about in last week’s WWJ Viewpoint DoCoMo: New 3G Plans for USA?. Most importantly, someone in the U.S. is still obligated to roll out third-gen W-CDMA services because this was grandfathered into DoCoMo’s original contract with AT&T Wireless. Tachikawa said last week that the phones have already been ordered! However, DoCoMo is still in hold mode about how it will approach the purchase of its stake in AT&T Wireless Services by Cingular Wireless LLC (should the deal be approved later in the year). One option on the table is for DoCoMo to invest in Cingular.

KDDI/ DoCoMo 3G Phone Wars Simmer

At his regular press briefing yesterday, DoCoMo president Keichi Tachikawa said that DoCoMo’s ongoing battle with KDDI to make the best 3G mobile phones is a battle that sometimes KDDI wins and one that sometimes DoCoMo wins, but that strategically, in terms of new services, it’s a war that DoCoMo will win. As of February 2004 the handset battle pits KDDI’s W21H, A5405SA and A1402S against DoCoMo’s 900i series, with the latest, the Panasonic model out about now. Behind that, there’s a speed war, with DoCoMo hastening the rollout of HSDPA initially at 3.6Mbps then 14.4 Mbps vs. CDMA1X WIN’s best-effort 2.4 Mbps. The more important issue for Tachikawa, however, is which carrier will successfully develop a new era (or as he mentioned-about 8 times- a “paradigm shift”) of services over the next two years.

DoCoMo: New 3G Plans for USA?

Despite the fact that NTT DoCoMo has to shed its 16-percent stake in AT&T Wireless Services Inc. (and probably a few tears given the drop in value), this does not mean AT&T Wireless gets off the hook from its obligations to launch W-CDMA 3G in four US markets by the end 2004. So what’s a badly burned DoCoMo, which has been forced to write down something like 1.5 trillion of the 1.9 trillion yen it spent on minority shareholdings in Western and Asian carriers, to do? The answer seems to be hopping into bed with Cingular to keep the 3G dream alive, or at least stop it degenerating into a nightmare.

Vodafone KK: J-Phone Not Lost in Translation?

Those watching this week’s video program will get to see what a howler Bow-Lingual is on Vodafone’s new V610SH handset from Sharp. We are just itching to find out if the same inventive and creative genius that seemed to permeate the old J-Phone can re-establish itself in 2004 at Vodafone KK. A recent study shows that, as we suspected, the Japanese public is going gangbusters for TV mobile phones. Having developed Japan’s first TV celly, the former J-Phone Corps have proven, yet again, they were ahead of the curve in understanding what customers want. But it is also apparent that Vodafone KK will need more than highly entertaining doggy gimmicks if it is to stop losing market share to KDDI and DoCoMo’s 3G services.

Panasonic to Launch GSM 3G Mobile Blitz

Today, Teruo Katsura and Panasonic Mobile Communications announced something we’ve been lusting for over two years: A Japanese maker with brilliant technology showing the true grit to attack the world market!

We were fiddling around with Panasonic’s new FOMA 900i-series phone (not at a store near you in Europe or the United States, unfortunately) and noticed the plastic battery cover kept on falling off. At that moment, Katsura-san, managing director and member of the board of Panasonic Mobile Communications Co. Ltd. (PMC) – who we were rubbing shoulders with – turned around and said “Don’t Worry! These are only the test models!” We had a great chat with Katsura-san, who earlier today announced Panasonic’s aggressive move into GSM, Europe, Asia and the world; but that, the X700, the X60, and X66 are for later in this article. Having handled the P900i, we think it’s a cracker. It’s sleek and light and full of action, a folding design that’s beautiful in its simplicity and feather-light to touch (Oh! So far has FOMA come…!) but packing a full 3G punch – plus an SD card that plugs into a whole range of Matsushita/Panasonic equipment for what the marketing guys used to call a “richer multimedia environment.” Heavyweight congratulations to Panasonic for delivering a killer 3G phone!

The best news we have is that, aside from our love at first sight with Panasonic’s 900i, the model is alive and well and officially on sale mamonaku (soon). Of course, that could mean anytime from today, Feb. 10, to the next 10 days, although for probity’s sake, Totaro Uchiyama, manager of PMC’s Overseas Mobile Terminal Division, says the launch will be before the end of February.

Not Selling Sex on the Japanese Wireless Internet

We finally filmed the introduction to our latest video program – outside an establishment called “Sexual Harassment Corporation” – one of four or five adult industry vendors, including a brothel and a “Love Hotel” in a side street off the main drag, where prostitutes jump out and routinely proposition drunk salarimen (and the happily married author). There isn’t a station on the Yamanote line that isn’t crowded by similar scenes, and there there’s hardly a carriage on the JR line that doesn’t have, shall we say, full-blown advertisements for adult mags and manga that show Japanese girls seemingly as young as 14 flirting and flaunting themselves. Let’s face it, sex sells in Japan. Which brings us to wonder why Playboy.com is being blocked from the official Mobinet space.

NTT Boosts Challenge to DoCoMo FeliCa

Well, the cat is really among the pigeons now as former fixed line monopoly Big Brother NTT just announced plans to launch a challenge to the FeliCa smart-card standard promoted by DoCoMo and Sony. NTT said it will support FeliCa, a major boost to the FeliCa standard. But in a classic case of Indian giving NTT has decided to also develop a smart card supporting the government’s terminally unpopular and constantly personal-data -leaking national registry network called “Juki Net.”

3G Mobile Forum 2004 Conference Coverage

The difference between walking the walk and talking the talk was painfully clear at last week’s 3G Mobile Forum 2004 conference held but a home run away from Tokyo Disneyland’s Magic Mountain. The four-day event hit the airwaves running with a keynote from NTT DoCoMo’s Keji Tachikawa, who was able to reconfirm DoCoMo’s solid plans for FOMA through the year. But given the surplus of inertia that’s dragging 3G launches– actual and putative– the conference swayed on the tides of optimism and not a little understated recrimination between carriers, contents providers, business platform providers and engineers about the potential if not the reality of 3G outside of Japan, Korea and (possibly?) the UK.

This viewpoint hoists the petard on our exclusive video interviews with mobile phone inventor and 4G actualist Martin Cooper, who tells us about the potential and pratfalls of the wireless world as he sees them 30 years after he made that first call. We also have Playboy.com’s Markus Grindel telling us about the potential for adult content in the wireless environment, and last but definitely not least a high-paced program with prolific author and analyst Tomi Ahonen, a man who single-handedly lends a new meaning to ubiquity; he seems to be just about everywhere in the wireless space, and boy, is he always switched on. We’ll have this terrific triptych of programs up in the coming weeks, but first, let’s take a look at some interesting points at last week’s conference.

DoCoMo i-mode vs. The Big One

DoCoMo announced yesterday it was launching an i-mode Disaster Message Board service starting January 17 that will allow subscribers to post personal messages at a special i-mode site, an admission that DoCoMo’s overloaded PDC network will just not be able to cope with the flood of calls that will emerge when the Big One hits. “Should a major disaster occur,” says DoCoMo, “the network will undoubtedly be extremely busy as – in addition to the heavy traffic among administrative and relief agencies – ordinary users in the affected locale attempt outside contact to worried relatives and friends.”