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Swamped by Euro Feedback – Now Let's Look at America

Go ahead and feel free to mail me with your notes on which US/Canadian companies, technologies, business models, and content services bear watching. Can m-mode delivered via GSM/GPRS by AT&T Wireless sweep the US? Or does the backwards compatibility and high speed of CDMA 1x technology have an overwhelming advantage – making the CDMA carriers the ultimate market winners? Republishing your collected, collective wisdom on the European and North American mobile Net markets in the final two WWJ newsletters strikes me as being the best way I can pay back your loyal readership and spread around some of the local-market knowledge that WWJ subscribers have amassed.

Tectonic Change in Japan's Mobile Handset Market

The past few days have seen Japan’s big electronic makers releasing their quarterly and semiannual results, and the news from Sony, NEC, Fujitsu, and others has been mostly bad where cell phones are concerned. There have also been a lot of media reports on Japan’s ailing phone tanmatsu (terminal) market, and it appears that majors changes are underway. First, the media reports. On October 10 JEITA announced that domestic shipments of cellular phones fell 18.3 percent in August 2002 from a year earlier to 3.26 million units. The drop resumed a 13-month-long decline that was only broken (briefly) in July 2002 due to sales of camera-equipped models. Moreover, shipments of PHS handsets fell by 64 percent to 73,000 units (extending their losing streak to 18months!).