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To: gdichaz who wrote (4503)	12/23/1999 1:36:00 PM
From: JohnG	Respond to of 13582

Gdichaz. My guess is that LU stands ready to provide NTT with a CDMA network promptly. NTT has sucked the Europeans in and tricked them into wasting their time and money resources working on WCDMA which NTT will never buy. The Europeans are proud fools. They nave been had by the Japanese and Dr. Jacobs and are for the most part too stupid ( take that Tero Kitterman for example) to realize that they have been "screwed, blued and tatooed". Business is very vicious at times. Despite their posturing, the Japanese and the Chinese have a healthy respect for US inovative technology, research and educational systems. Both groups would much prefer riding this strength in an alliance than opposing it with the hidebound Europeans. JohnG

To: gdichaz who wrote (4503)	12/23/1999 1:51:00 PM
From: engineer	Read Replies (1) \| Respond to of 13582

Look, the BIG plum is still China. Everyone is trying to get that going. I see a few things. This will build out the third HDR commitment (remember Koreans already did it, so now expect that DDI does it), so expect that alot of Asia is going with it. Second, I see the pressure on NTT alot since DDI just merged all it's CDMa buddies into a single company and THEN signed up to QCOM ASICS on 70% of their phones. Third, the component shortage thing. I was almost certain it was the Japanese who had shut down the parts. This makes sense, in that I had thought that they had to get QPE hooked up to another Japanese group upon loosing Sony. Sony really opened doors to the "other" parts books that exist.

To: gdichaz who wrote (4503)	12/23/1999 2:23:00 PM
From: Kayaker	Respond to of 13582

A very recent George G. quote: "Next April, NEC plans to introduce the first Wideband CDMA phones for megabit Internet access, paying Qualcomm the requisite royalties but not using the CDMA 2000 system that Qualcomm favors. The Japanese, I was told, are extremely proud of defining this new Wideband CDMA standard." Maybe then we'll see a wider recognition that QCOM gets W-CDMA royalties and the European manufacturers will openly admit it. And maybe the media will stop referring to W-CDMA as a GSM upgrade.