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To: F. Lynn who wrote (11730)	10/24/1999 9:52:00 PM
From: Kent Rattey	Respond to of 18998

F. Lynn, The royalty agreement was established earlier in the year between ERICY(not NOK) and QCOM, in relation to the patent disputes of WCDMA(Wide-band Code Division Multiple Access) VS CDMA(Code Division Multiple Access). NOK, MOT and ERICY all license CDMA technology from the "Q". All roads to 3G(the 3rd Generation wireless build-out) lead to CDMA, based on ITU(International Telecommunication Union) agreements. Although most GSM carriers are expected to migrate to GPRS(General Packet Radio Service) and then EDGE(Enhanced Data Rates for GSM Evolution), rather than CDMA2000, they will still owe QCOM the royalty payment on WCDMA. GPRS is interim non-royalty technology, and the GSM carriers will stall as long as possible to avoid the payments. Wireless data technology is coming fast and furious, and bandwidth requirements should speed CDMA deployment, which is dominant in Korea and Japan. It should be noted that GPRS and EDGE are still on the drawing board and are vaporware to date. Here is some good info; gsmdata.com There is an excellent paper on HDR(High Data Rates) on QCOM's home page for those interested in more information. Best of Luck to All, Kent

To: F. Lynn who wrote (11730)	10/24/1999 11:17:00 PM
From: TRIIBoy	Respond to of 18998

I think you hit the nail on the head, but an even further worry is that this "hot" sector cools a little. With interest rates rising, no clear profitability in sight, and lower and lower pricing, I just wonder if people will cool to this industry like that of cable companies a few years ago and pager companies. Do you see where VSTR and OMPT are? I doubt this can last and it feels like a sector bubble to me. But your point of technology is the key point and I shake my head at the GSM people because it feels like they are denying the future, CDMA.