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To: Peter J Hudson who wrote (775)	8/11/1999 11:41:00 PM
From: brian h	Respond to of 13582

Peter, More CDMA networks are coming as China-Taiwan-US play cards among each other. Chunghwa Telecom's Upgrade to CDMA Attracts Many Bidders August 10, 1999 (TAIPEI) -- Chunghwa Telecom Co., Ltd. announced that it will upgrade its AMPS mobile phone system to code division multiple access (CDMA) by July 2001, and many global producers are showing interest in supplying equipment. Major manufacturers of CDMA equipment -- including Lucent Technologies Inc., Motorola Inc., Samsung Electronics Co., Ltd., Hyundai Electronics Industries Co., LG Electronics and Northern Telecom Ltd. -- have expressed interest in supplying gear. Chunghwa Telecom is set to purchase an infrastructure powerful enough to support more than 1 million telephone numbers. Such a massive procurement is expected to cost up to US$150 million. Samsung Electronics is scheduled to participate in the Taipei Telecom & Network Exhibition in mid-August, and it plans to begin marketing its GSM handsets in the Taiwan in the fourth quarter. Samsung has the largest global market share in such handsets, at 28.5 percent, according to a Dataquest report on CDMA systems. After Samsung are Qualcomm Inc. (18.6 percent), LG (18.1 percent), Hyundai (10.3 percent), Sony Corp. (9.7 percent), and Nokia (6.7 percent), the Dataquest report also said. CDMA wireless phones are the most popular in Korea, and CDMA systems have more than 30 million users across the globe. The number of CDMA users is expected to reach 150 million by 2002, according to Dataquest. Brian H.

To: Peter J Hudson who wrote (775)	8/11/1999 11:54:00 PM
From: JMD	Respond to of 13582

Thanks Peter, though it's a disappointment to learn that Mr. Armstrong doesn't think CDMA is central to T's wireless future. Not surprised: $12 billion is a helluva thing to lose. best, mike doyle

To: Peter J Hudson who wrote (775)	8/12/1999 9:50:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 13582

I just sat through a staff meeting with Mike Armstrong (he's in Alaska on a fishing trip) he talked at some length about wireless, but no mention of CDMA. He was brandishing a Nokia tri mode phone spouting standby and talk times and how both were going to expand. He said that TDMA and GSM were going to wed in 3G to create world wide roaming. Peter, I wonder what Armstrong means when he says TDMA and GSM will merge in 3G? A tri-mode phone is not a merging. Is he considering GPRS and EDGE 3G? Is he talking about WCDMA? He certainly knows all about CDMA because before he came to ATT he was at Hughes which I believe was involved in the AirTouch CDMA build out in Calf. Any ideas? TIA..Dave