Japan's Dark Horse

7:30 AM -- Following up on Unstrung's story about KDDI Corp. 's mobile WiMax vendor picks in Japan, I hear that the equipment suppliers to the other 2.5GHz license winner, Willcom, are Sanyo Electric Co. Ltd. (Nasdaq: SANYY) and Kyocera Corp. (NYSE: KYO) (See KDDI Nears WiMax Vendor Picks.)

Willcom, a Japanese personal handyphone system (PHS) operator, plans to spend $1.7 billion over 6 years on network based on next-generation PHS technology.

Interestingly, Kyocera is also one of KDDI's WiMax joint venture partners. (See KDDI Forms Mobile WiMax JV.)

I must confess to not knowing much about next-gen PHS. So, I have some questions: Could it be better than WiMax? And could it possibly have any traction outside Japan? Check out the discussion going on about it over here. — Michelle Donegan, European Editor, Unstrung

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