[国外经济类书籍大全]-amacom-docomo-japa

DoCoMoJAPAN’SWIRELESSTSUNAMIThisPageIntentionallyLeftBlankThisPageIntentionallyLeftBlankDoCoMoJAPAN’SWIRELESSTSUNAMIHowOneMobileTelecomCreatedaNewMarketandBecameaGlobalForceJOHNBECKANDMITCHELLWADEAmericanManagementAssociationNewYork•Atlanta•Brussels•BuenosAires•Chicago•London•MexicoCitySanFrancisco•Shanghai•Tokyo•Toronto•Washington,D.C.Thispublicationisdesignedtoprovideaccurateandauthoritativeinformationinregardtothesubjectmattercovered.Itissoldwiththeunderstandingthatthepub-lisherisnotengagedinrenderinglegal,accounting,orotherprofessionalservice.Iflegaladviceorotherexpertassistanceisrequired,theservicesofacompetentprofes-sionalpersonshouldbesought.LibraryofCongressCataloging-in-PublicationDataBeck,JohnC.DoCoMo:Japan’swirelesstsunami/JohnC.BeckandMitchellE.Wade.p.cm.Includesbibliographicalreferencesandindex.ISBN0-8144-0753-61.DoCoMo—History.2.Cellulartelephoneservicesindustry—Japan—History.I.Wade,MitchellE.II.Title.HE9715.J3B4352002384.3’06’552—dc212002008312©2003JohnBeckandMitchellWadeAllrightsreserved.PrintedintheUnitedStatesofAmerica.Thispublicationmaynotbereproduced,storedinaretrievalsystem,ortransmittedinwholeorinpart,inanyformorbyanymeans,electronic,mechanical,photocopying,recording,orotherwise,withoutthepriorwrittenpermissionofAMACOM,adivisionofAmericanManagementAssociation,1601Broadway,NewYork,NY10019.Printingnumber10987654321SpecialdiscountsonbulkquantitiesofAMACOMbooksareavailabletocor-porations,professionalassociations,andotherorganizations.Fordetails,con-tactSpecialSalesDepartment,AMACOM,adivisionofAmericanManage-mentAssociation,1601Broadway,NewYork,NY10019.Tel.:[phone]Fax:[phone]Website:—JBFormyparents—MWThisPageIntentionallyLeftBlankThisPageIntentionallyLeftBlankIntroduction.........................................ixChapterOne:Love.....................................1ChapterTwo:Inequality...............................39ChapterThree:Impatience..............................73ChapterFour:Luck..................................103ChapterFive:Fun....................................147ChapterSix:Strength.................................193Afterword.........................................213AppendixA:IntimacyandM-Commerce..................219AppendixB:InterviewwithKoujiOhboshi................225Index.............................................233viiCONTENTSThisPageIntentionallyLeftBlankThisPageIntentionallyLeftBlankWehaveaconfessiontomake:Thisisn’tthebookwethoughtweweregoingtowrite.Andifyou’relookingforasafe,detailedhistoryofanexceptionalcompany,thisisn’tit.Letusexplain.NTTDoCoMoisatrulyexceptionalcompany.LargelyunknownoutsideJapan,ithascreatedmorewealthinrecentyearsthanalmostanyothercompanyintheworld.(TheSternStewartWealthAddedIndex[WAI]comparesshare-priceincreasesanddivi-dendstothecostofequityfor5069firmsworldwide,fromJune1996toJune2001.DoCoMoistheonlyAsianfirmintheWAItopten,andoneofonlythreefromoutsidetheUnitedStates.)Originallyspunofffromahideboundbureaucracy,DoCoMowasthekindofstartupthatmightsimplyhavefadedaway.Instead,ithasbecomeatrueglobalsuperpower.Ithasover30millionpayingInter-netcustomers—asmanyasAmericaOnline—butgottherefivetimesfaster.ItstechnologyisafullgenerationaheadofanythingintheUnitedStatesorEurope.Anditisrapidlyacquiringstakesineverymajorglobalmarket.InsidersbelievethisJapanesepowerhousecoulddominatetheneweconomy,justasSonyandToyotahavedominatedtheoldone.Sotheelementsarethereforthebookyoumightexpect:aclassic(ifconventional)high-techsuccessstory.What’smore,thisisclearlyasuccessstorythatmatters,truly,totheentireindustrializedworld.Forsometimenow,justabouteverytelecomyoucanthinkofhasbeeninvestingandpositioningandpreparingfortheBigMobileCommerceBoom.Andmanyotherbusinesseshavebeenwatchingclosely,becauseixINTRODUCTIONmobiledataisoneoftheveryfewthingsthatseemcapableofbringingthegoodtimesback.It’stheeconomicgrail,oratleastoneofthem:adisruptiveinformationtechnologythatbeginsoncemoretodrivegrowthinstockprices,employment,wages,andhousing—justaboutallthemarketsthatmatter.ButtheBoomhasn’treallyhappenedyet…exceptinJapan.Whenyoulookalittlecloser,whatthatreallymeansisthatithasonlyhappened,sofar,foronecompany:DoCoMo.Soanyonewhocaresaboutrecapturingboomtimes—anyonewhowantstoseethetechsectorcomeroaringback—needstoknowDoCoMo’sstory.Certainly,alltheplayerswhoarenowinvestingforthiswirelessfuture(aswellastheskepticsnotinvesting)needtoknow.Yettheonecompanythathasreallypulledthisoffhasremainedalmostanunknown.Thosewhodocareaboutwirelessknowsomethingaboutitssuccess.Butmostofthemwriteitoffwithexplanationsthat,strippedoftheircamouflage,boildownto“Oh,thosewackyJapanese!”Tous,thatseemslikeamistake,andthat’swhywebeganthebook.JohnhadlivedinJapan,consultedallovertheworld,andtaughtinternationalbusinessfortwentyyears.*HeknewthatJapanwasonadifferentcontinent,notonadifferentplanet.Mitch,whohadspentthesametwentyyearslookingathowpeopleactuallyuseinfor-mation,knewthatdrivingtheadoptionofacomplexnewtechnologywasgettingharderjustasthereal-worldimpactofthosetechnologies(oratleasttheirp