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To: Gregg Powers who wrote (1266)	9/3/1999 3:10:00 PM
From: Sawtooth	Respond to of 13582

<< Lost in the ruckus is a $200mm CDMA contract booked by the devil incarnate itself...Ericsson. The profundity of this development, along with Ericsson's recent prognostications regarding CDMA infrastructure growth and market share seem altogether lost on the unwashed masses.>> Agreed, Gregg; the higher level implications of this development seem to have gone virtually undiscovered. Mind boggling. <<Have a good weekend everybody>> Thanks. You, too.

To: Gregg Powers who wrote (1266)	9/3/1999 3:17:00 PM
From: bananawind	Read Replies (1) \| Respond to of 13582

Hi Gregg. Thanks for stopping by to throw a little reason into the pot of bovine excrement that has been brewing around here lately. Have you seen the post by qdog on the other thread dealing with FCC considering relaxing spectrum ownership rules? Seems to me it might be a bone tossed to those who might object to the commission's attempted end run on the NextWave reorganization. Would appreciate any thoughts you can share. Nice to see you around again, Best regards, Jim

To: Gregg Powers who wrote (1266)	9/3/1999 3:40:00 PM
From: llwk7051@aol.com	Respond to of 13582

Gregg, your comment on Erisson are on the mark. As noted earlier in press release, Erisson stated it expects 40% of next years infrastructure contracts to be CDMA. In addition, Samsung recently said they are at capacity for hand set production. Qcom can't make thin phones fast enough. I still can't get one in Fort Worth directly from Sprint. By the way, the Sprint store is packed every time my wife goes by to check. This hardly sounds like bad news to me. Sounds like Company pulling all stops to meet customer demand even though it might have short term negative impact on margins. Good luck to all, Robert d.

To: Gregg Powers who wrote (1266)	9/3/1999 5:52:00 PM
From: FedWatcher	Read Replies (1) \| Respond to of 13582

Excellent comments Gregg, as always. I have two questions though. 1. In your post you are saying that there is nothing new in Irwin's comments to Everen. I agree, (almost, that is. See my second question). But if so, then why did they bother to have this meeting in the first place and present this information as if it was something new? 2. You are ridiculing Wojtek's concentration on the components shortages. I agree that his analysis is silly. I think that Snyder's comments two days ago were just stupid. But what about Irwin's other comment about faster than expected erosion of handset prices? This information is new to me, but I am not sure how serious the situation is. I am slightly concerned that QCOM rebates Thin phones to Sprint PCS customers. Why do they do that? If they are at full manufacturing capacity, then why bother with rebates? Will that have any significant effect on earnings? And again, many thanks for "reappearing". If you have a moment, your thoughts will be much appreciated. FedWatcher