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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (27162)	7/2/2000 2:59:22 AM
From: shamsaee	Read Replies (2) of 54805

Thank you for reply.Since DOcomo is the only scheduled roll out of wcdma next year and they have what you call their own specs,I took that as a standard without clearly defined specs.I understand that NOK,ERIC are planning on trials but upto date have not heard or read any concrete proof of a WCDMA asics being sampled while MSM5000 is being sampled as I right this. If I understood your post correctly,CDMA2000 is going to be a small minority and GPRS and eventually WCDMA will be dominant 3g upgrades.With reference to qcom and cdg group being excluded with 3GGP unless they endorse wcdma,it sounds like saying give up your standard and we will give you a place on the team,which really does not leave them much choice. I find all the news quite confusing and lots of mixed signals.I would appreciate your thoughts on ERIC CEO's comments that expensive spectrum might push carriers towards cdma2000 and edge.Could this possibly be a sign of splits within the camp in Europe and specificly voda's spectrum in the UK. Appreciate your reply, Shahram PS I tried to reply yesterday but SI won't let me post and all scr....d up.

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