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To: elmatador who wrote (172)	11/1/1999 10:58:00 AM
From: ynot	Respond to of 1782

elmatador, thank you for the overview if the japanese are targeting NOK MOT markets then software value added must be the key since each vendor will have their own priorities/strategy i suspect that they will be making their own software or buying startups that are 'cost effective' (deliberate jab at pump.com valuation+software) the chinese are the wildcard there are a number of second/third tier switch vendors doing considerable business in china, it maybe a 'reverse' joint venture with new chinese contracts contigent on cross licensing of technology for sales back into non competing US markets MSFT may do well strictly because of their GUI experience/brand name regards, ynot :)