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To: llwk7051@aol.com who wrote (1058)	8/24/1999 12:14:00 AM
From: Captain Leap	Read Replies (1) \| Respond to of 13582

Ramsey SU, I just looked at the report...here are some paraphrased excerpts. Ericsson and Nokia had no contracts for CDMA based technology, while the majority of Lucent and Nortel contracts were CDMA (although Nortel had a large number of analog contracts also). I just quoted the number of contracts and not the value. Factoids: (Source Merrill Lynch Research) North American (Lucent and Nortel lead) and Latin American (Ericsson and Nortel lead) contract value is growing while most other regions are declining year over year. Ericsson is winning the most contract value, then Lucent and then Nortel. 77% of cellular/PCS contract value is for expansion of the existing network. In this space, 58% of the awards are for GSM, 21% CDMA, and 17% TDMA. Ericsson and Nokia account for most of the GSM contracts, Lucent and Nortel for CDMA, and Ericsson and Lucent for TDMA. Netting all this out...(and I'm not an expert here) cellular is still a patchwork of technologies and players....and given that these contracts are awarded in a "lumpy" way, it is hard to discern what the CDMA contract value decline means year-over-year relative to TDMA. Ericsson appears to be winning the most contracts....they are not a CDMA player. Any thoughts? Captain Leap

To: llwk7051@aol.com who wrote (1058)	8/24/1999 9:46:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 13582

Overall, the value of TDMA contracts increased by 45% over the last 18 months. The value of GSM and CDMA contracts declined by 5% and 12% respectively during the same time period The most flattering way to look at this would be to say that the standards wars are holding back CDMA deployment. Maybe it's even true..