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To: tero kuittinen who wrote (3048)	12/16/1999 12:18:00 PM
From: Mr.Fun	Read Replies (1) \| Respond to of 34857

Tero, It's actually a big stretch to blame Motorola's self-immolation in the infrastructure market on Q. In fact, Motorola did no better in CDMA than in GSM, giving up the vast majority of their business to Lucent (60%+ share of CDMA infrastructure) and NT (25% share, including the Airtouch business that used to belong to MOT). IMHO, Motorola's troubles can be traced right back to not having its own switching platform - if you want an example of how technology alliances can backfire, look at MOT's partnership w/ NT. Now it depends on ALA and CSCO for its switching and I don't see a happy ending. MOT's declining CDMA sales have alot more to do with being yanked out at Airtouch and losing almost every competitive bid for the last 18 months. In fact, MOT has held its own better in GSM, although it obviously has lost considerable share there too. I guess iDEN is the only race it can win.

To: tero kuittinen who wrote (3048)	12/16/1999 1:23:00 PM
From: Bux	Respond to of 34857

Tero, you actually think Motorola is the victim here? It appears you do: Motorola was duped into thinking that they can build their future mobile network growth on CDMA. By you know whom. That expert snow-job cost them plenty. They couldn't simultaneously juggle iDEN, TDMA, GSM and CDMA, which is no wonder. Their big CDMA bet in mid-Nineties led to a situation where they lost the TDMA market to Ericsson and a big chunk of the GSM market to Nokia. In return, they got into the situation we saw during the last quarter: declining CDMA network sales dragged down their entire infrastructure division into sales decline. It's up to Motorola to make their own business plan. If Qualcomm shows them a proposition, it's Motorola's job to see if it will work for them. Qualcomm didn't force them to abandon other technologies, they were just a scrappy little company in San Diego. I wonder how many other companies you think Qualcomm managed to ruin? Expert snow-job. My, my. First CDMA wouldn't work, then it would collapse under load. Then it didn't offer enough advantages to displace GSM, too expensive, not enough market share. And now you're telling us it was such a powerful vision it caused the worlds largest telecommunications company to derail. Wow! That's some powerful stuff. Bux (still chuckling and shaking my head)