AU's presentation (archive) was a core of 5 slides with a reference section containing an additional 3 slides describing the domestic carrier's plans for LTE (see bottom of post) and the status of SIM locking in the UK, Italy, Germany, France, the US, and South Korea.
As AU stated in a press conference preceding the meeting, they are against the plan simply because their technology (CDMA-2000) is incompatible with that used by the other three Japanese carriers (W-CDMA). Another main point made by AU is that, while all four carriers plan to roll out LTE for data, voice transmissions will likely be handled by the existing 3G technology, meaning LTE capable AU handsets will still not be 100% compatible. In addition, they raise the same points as others that only voice and SMS are in practice compatible between different carriers. Thus, AU maintains that there is no merit in unlocking handsets.
The bulk of AUs presentation was background information.
According to AU, in Europe and North America, SIM cards were first used in 2G GPS handsets, and with the evolution of 2G to 2.5G (GPRS), most carriers began heavily subsidizing handsets that were locked to their respective networks for the duration of the contract, after which they would typically unlock them for free. AU points out that in there are no regulations mandating unlocking in the US or the UK, which abolished unlocking guidelines in 2002.
Japanese carriers shoulder the cost of handset development and much of the competition between carriers revolves around handsets. Following the introduction of SIM-card 3G handsets, carriers adopted a strategy similar to Europe and the US and began locking heavily subsidized handsets. This also serves as a lazy man's theft deterrent in that each of the carriers do not have to maintain a shared pool of blacklisted serial (IMEI) numbers of stolen phones.
This is a great slide. If this slide is still accurate, Docomo will start operating LTE any day now, with service available at the end of the year. Docomo is expected to have nearly 20 million LTE subscribers by 2015, well over three times the number expected for softbank, who hasn't yet announced a data for LTE roll out. Softbank will begin DC-HSDPA service in July of next year. AU won't have LTE until the end of 2012, and E-Mobile by July 2012.