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To: limtex who wrote (3705)	11/28/1999 2:33:00 PM
From: Webster	Read Replies (1) \| Respond to of 13582

Limtex, I would expect AT&T would try to maximize their investment (tdma) and delay moving to cdma. This means spending even more money on tdma infrastructure and even considering other alternatives for data. I believe (it is only my opinion) that technology is not driving AT&T's current or future decisions. Careers are on the line, saving face, egos and even old wounds looking back to the hughes days. The market place will most likely be the only force who will drive AT&T to cdma. I believe AT&T will ultimately rationalize cdma the same way they rationalize tdma, they will find a face saving way when the market place raises their minimum level of acceptance in a mobile internet device. Best regards. Web.

To: limtex who wrote (3705)	11/28/1999 4:50:00 PM
From: Art Bechhoefer	Respond to of 13582

Even if there is an improved algorithm for data communication in the TDMA system, it appears that there are inherent problems with TDMA (capacity, dropped calls, etc.) which still give CDMA a competitive edge, and particularly when comparing the HDR technology with TDMA. It's possible that a tracking stock, even though controlled by AT&T management, might have enough independence among its managers to convert to CDMA, but I wouldn't bet on it. Certainly the capital raised through the tracking stock would facilitate conversion to CDMA, but I doubt that the will is there. The best tracking stock I've seen so far is GMH, which is the non-defense electronics part of Hughes Electronics. But in this case, GM has wisely kept its hands off the key operating and investment decisions, preferring to use GMH as a way of stabilizing the traditionally cyclical auto industry.

To: limtex who wrote (3705)	11/28/1999 11:56:00 PM
From: John Biddle	Read Replies (1) \| Respond to of 13582

What about the Strathclyde Transformation? That would give T 64Kb/s today and more next year. They amy not need CDMA for data. More properly known as the Strathclyde Compression Transform, it is a technique for compressing video (and soon audio they believe) enough to fit into (onto?) a 9.6Kbps line. The technique has nothing to do with TDMA or GSM and will work with CDMA as well. To the extent that data going to handsets will be video, this new technique may stave off or delay the need to move to higher bandwidth offerings. hotecho.org