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To: quidditch who wrote (3873)	12/2/1999 10:11:00 AM
From: Bux	Respond to of 13582

1. The "whole carrier" referred to speaks not of a carrier as a wireless operator or their entire spectrum but 1.25Mhz of bandwidth which is a fraction of an operators total spectrum. 2. Yes. HDR does not work with existing handsets but new ASICS from Qualcomm will work with HDR, IS-95 and 1XRTT. 3. Another CDMA air interface. Kind of a mute point since the new chipsets will support the different modes. These arguments are dependent upon data not becoming a major portion of wireless traffic. I think the best case for HDR is if there is further consolidation in the cellular industry or more cooperative agreements between carriers that allow traffic to be more evenly distributed over the various frequencies available. For example, it would be more efficient for there to be two operators than five, each with a chunk dedicated HDR spectrum. That's not going to happen. I think some operators will specialize in data, others will be content to carry mostly voice with a little lower bandwidth data mixed in 1XRTT, not HDR. Bux

To: quidditch who wrote (3873)	12/2/1999 11:23:00 AM
From: John Inine	Respond to of 13582

I think Nortel sees the Sprint HDR tidal wave coming, and knows they are going to be caught flat-footed. Besides, since when is up to them to determine what carriers need or don't need.

To: quidditch who wrote (3873)	12/2/1999 8:00:00 PM
From: cfoe	Read Replies (1) \| Respond to of 13582

4. Can anyone think why NT would be coming out so strongly in this way--what's the corporate agenda here? More FUD? I do find it curious that the only company making "negative" comments on HDR is Nortel. At least they are the only one quoted. I wonder what LU thinks, or MOT? Why haven't we heard from them. Could it be that NT has made some sort of a bet against the deployment HDR? I own some NT stock and wonder if I should be nervous?