20051108

http ftth pfft

While Qualcomm are suing Nokia as a retaliation against a very much needed EU investigation on Doc Jacobs' licensing practices, DoCoMo are caught copying SK Telecom : they're taking a 42% stake in a record company (Tower Records), launching a credit card brand (iD™), and even contemplating investing in Asian MNOs. Taiwan and Hong-Kong look ripe enough but an assault on Korea would be a spectacular move (unless they manage to convert LGT to W-CDMA, they'd have to claim KTF).
Competitors badly need a boost, and both seem to focus on bigger pipes. Vodafone KK are trying as hard as they can to catch up, flexing their muscles in the wireless field (Ericsson just completed a big wave of HSDPA upgrade), but other kinds of fibers are expected to be needed. KDDI decided
last month to absorb PoweredCom Inc, a TEPCO subsidiary (Tokyo Electric Power Company). We're talking about Fiber To The Home (FTTH), we're talking about convergence, we're talking about a born again MNO competing not only with the leading MNO but with the fixed incumbent. Sparks will definitely fly. Concentration is on the way this side of the Pacific Ocean too.



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