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February 2001
February 01, 2001
Is i-mode simply a merger between the teenage pager market, which was huge in Japan, and voice? [ Joi's Diary and Personally Interesting Events ]

From my column in Japan Inc.:

...We talked about i-mode and the future of 3G and wireless. Mr. Ishiwata pointed out that 80 percent of DoCoMo's revenues still come from voice and that DoCoMo basically subsidized handset makers so that they were able to sell them at the same price as the plain old voice handsets being sold by competitors. It wasn't a brilliant marketing scheme allowing companies to sell the Net to young people so much as a way to use DoCoMo's deep pockets to subsidize a new device for stealing voice traffic away from competitors. Also noted was the fact that most i-mode email is with other i-mode users. Is the service simply a merger between the teenage pager market, which was huge in Japan, and voice?

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