To all:
Summary of Important points and new information in Perry's Postings today. Perry please correct me if I missed something or if you have anything to add [Bracketed words added]:
· While significant, I would not read too much into today's announcement [by NTT et al] other than a number of operators are getting worried, and well they should. NTT requires an ITU specification to get spectrum from the MPT[Japanese Regulator]; a delay is hurting them. They[NTT] are having real capacity problems.
· We too want to work within the ITU process.
· The water is rising on the island of GSM in the US and they have no one else to blame but themselves. I have no idea how they explain this to the investment community.
· GSM customers will not have a growth path to 3G in the US.
· Meanwhile cdmaOne evolution is progressing at a blistering pace.
· CDG [is]working with the TIA to ensure the timely delivery of the 1xRTT(1.25 MHz channel). Look for this early in 1999, with trials very soon.
· the CdmaOne will be high-speed wireless internet connection. We are micro-managing the progress on this one. It will be the future of wireless, 3G or not.
· Do you really think this IPR issue is going to be ignored in the US. I can tell you Washington is all over this.
. Keep an eye out for South America in 1999, we will make big gains.
. IS 136 is already running into performance issues.
. For the question on GSM. Remember that the total royalties for GSM are very high. The firms controlling the IPR can basically keep whomever they want out of the market.
. the EU wanted cdmaOne kept out of Europe. I have letters from the EU DG13 head calling a meeting of GSM manufacturers (excluding American manufacturers) to get
together to figure out how to keep IS95 cdma out of Europe. I gave the letters to everyone in Washington, Commerce, FCC, Executive Office, etc ( this was 18 months ago). It was obvious what they were doing. And they were doing it as they negotiated the free trade
agreement. Everyone was up in arms but decided to see how it played out. They are still watching....this is not over yet!
. [On China:] My meeting with the ministers indicates they believe the cdmaOne works well; we just need to get through some political issues-- and we will.
. It is clear the vendor's [Ericsson] PR play last week of suggesting a different chip rate backfired. it left many analysts wondering if what they had been told before was untrue. We have proven that 4.096 will not work . As you can see from Nortel's comments last week, no one believes that 3.84 provides any advantage. It doesn't. Its very hard for even the staunchest W-CDMA backer to rationalize 3.68 vs. 3.84.
. I am convinced that until we get beyond the "other side" trying to stop cdmaOne's progress, that we will not resolve this debate. I have been involved in this battle since day one, at least ten years now, and have seen every possible tactic used to slow cdmaOne down. It is not over yet. I am waiting for the next tactic.
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