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To: gdichaz who wrote (53115)	12/8/1999 5:03:00 PM
From: w molloy	Respond to of 152472

Chaz Which part of Europe is CDMA and the Q excluded from completely? Sigh - wherever GSM is now (All of W Europe with inroads in the east.) Isn't that exclusion confined to western europe, where the cartels and bureaucrats work together as one? No. Thought since the EU has no control in eastern europe that there were a few CDMA opportunities there - i.e. where there is any open competition CDMA is being installed now, no? EU has little to do with this (but see below). ETSI has though. Consider this. Regarding CDMA opportunities, if you were a Kosovar network provider, who would you go to for a loan? The US has publicly chastised the EU for not putting up relief funds. So our Kosovar entrepeneur goes cap in hand to the EU. EU will not recommend a non EU infrastructure supplier. So, ERICY lobbies EU for the contract. ERICY sells either GSM kit (very high profit margin - all R&D costs amortised) or CDMA kit (which they are still learning about). What do you think they will do? w.

To: gdichaz who wrote (53115)	12/8/1999 5:29:00 PM
From: quartersawyer	Respond to of 152472

Which part of Europe is CDMA and the Q excluded from completely? This discussion is baffling. Could the financial and technological conditions in the UK in 1989 be equivalent to today's conditions? I guess it's not impossible that Lucent would agree to finance, develop, build, test and commence operations of a 3G system in Western Europe for One.Tel, starting with the purchase of new spectrum, and just hold the spectrum for a rainy day, but it would seem more likely that they'll move on it. 3G is useful and will make money for telecom operators and a multitude of industries, so they will come. CDMA2000 maximises profit for QCOM. I don't see ERICY, LU, Nortel et al allowing that to happen, if they can help it. It has nothing to do with any eurocentric view. Maybe it won't bring maximum margins, but won't Q be involved with design and fabrication of asics for W-CDMA base stations and devices? Isn't that the point of the cross-licensing agreements? The biggest problem seems to be the same as ever--- execution. So far so good. On the other hand, that doesn't explain all these releases about 200 million here and 200 million there to build GSM systems. Baffling.