Telecom in Japan
This is a nice quick summary of the two big telecom deals that are closing soon here in Tokyo.
Ripplewood is selling Japan Telecom to Softbank as Son-san wants to expand from just consumer broadband to also business-broadband, and Japan Telecom has a good-sized existing customer base. My question for this deal is this: don’t most businesses already have broadband Internet in Japan? Or is Softbank targeting small businesses that may not have broadband yet?
The Carlyle DDI Pocket thing- I’m not as clear on that one… any opinions are welcome. Is it merely a technology transfer to emerging mobile markets?