Going on 23 years old, calling NTT DoCoMo (DCM)
a dinosaur is a probably a bit harsh, but the reality is that that
mobile services market in Japan has changed a lot and this incumbent
leader hasn't done the best job of changing with the times. It has
become increasingly difficult to compete on the basis of network/service
quality and OS manufacturers have disintermediated a lot of value-added
services. The yield isn't bad here, but a shift in regulation may not
deliver the hoped-for upside and this could be a sluggish player for
some time to come.
Read the full article here:
For NTT DoCoMo, It's Evolve... Or Else
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