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To: marginmike who wrote (31982)	6/8/1999 4:32:00 PM
From: bananawind	Respond to of 152472

MarginMike, Tim - 3G Go back and read Gregg Power's posts from last week. The operators agreement is a week old and has been commented on already. Although some of the more recent press releases have a few more details, nothing has really changed except everyone in the world is now supporting this tri-mode cdma as the standard for all global third generation systems. [except maybe a few oddballs that choose a tdma 3G path, assuming ITU approves one. Nothing has really changed since Irwin and Sven-baby came out of that meeting in late March, except all the operators have endorsed it and, importantly, Nokia has endorsed it. The market will decide which cdma mode works best and provides the best economics for the operator [assuming ETSI doesn't approve just one of the modes.] In all cases, however, it is all cdma and Q will get paid royalties and participate in its share of the device and ASIC markets.

To: marginmike who wrote (31982)	6/8/1999 4:35:00 PM
From: quidditch	Respond to of 152472

3G and market: marginmike and tim: my tiny 2 cents on the matter is that Q! was off because the market was off and there remains skepticism as to whether Q! is for real. That is fine for us who still wish to buy cheaply. I think that, if this harmonization is workable in the context of a tri-mode handset, fine (according to GP). If W-CDMA really works and is not vaporware, fine. It's royalty-bearing to Q!. My own (1.5) sense is that THE CARRIERS KNOW WHICH TECHNOLOGY IS REAL AND IS HERE AND NOW IN MSM 4000 AND MSM 5000 AND KNOW WHICH VENDOR HAS CREDIBILITY IN 3G. If there is room for any of these carriers (e.g., NTT DoCoMo) to begin to alter their migration path to 3G, they will do it in a way that affords them comfort that they are migrating to a 3G that works, a la Lucent . Yours in splendid ignorance, Steven