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To: Ramsey Su who wrote (4506)	12/23/1999 2:11:00 PM
From: engineer	Respond to of 13582

It is nice to see your shy friends show up once in awhile..... Another thing on the KYO deal. The QPE facility is well equipped to be run as a pilot line for larger lines elsewhere, so I would expect that KYO can take the expertise in building the RF side of the phone and parlay that into a much larger operations in Japan and the far east. This is turning out to be a better deal than if NOK bought the R&D. I agree that if NOK does not take some action soon to get working phones and ASICS, they will loose the market share for a long time. I would look for KYO to take the market share that QCOM had and grow it in the US to take on the next larger group.

To: Ramsey Su who wrote (4506)	12/23/1999 3:37:00 PM
From: GO*QCOM	Respond to of 13582

There is a way that Nokia could keep up with QUALCOMM's advanced ASIC design.Yeah, they could secretly by Kyoceria phones and put Nokia on the front of them.Ha! couldn't resist.

To: Ramsey Su who wrote (4506)	12/23/1999 4:51:00 PM
From: w molloy	Read Replies (1) \| Respond to of 13582

Your shy friend owes me one for pouring cold water on my prediction that QCOM would ditch the handset division, made last April. :-) w.

To: Ramsey Su who wrote (4506)	12/24/1999 11:02:00 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 13582

To all, there seems to be a little confusion as to who my shy friend is, some even thought that it was the great Gregg P. Oh well, here is another message: While it is delightfully flattering that someone would mistake my ramblings for those of GP, I have far too much respect for Gregg and his analytic skills to allow such a misperception to stand. Please let it be known that your shy friend is not the fine gentleman from Naples. [And if you happen to be lurking out there, Gregg, my apologies for any confusion and best wishes for a happy holiday season to you and yours] - The Shy Guy Ramsey

To: Ramsey Su who wrote (4506)	12/24/1999 1:49:00 PM
From: John Biddle	Read Replies (1) \| Respond to of 13582

But that is just the beginning. Kyocera is going to be a big factor in the Japanese cdma market, which will probably grow by an increment of 10 million units next year. The 70% figure for ASIC sourcing in the contract is just a minimum - Q will get more as KYO's old models are phased out. I don't know how many cdma phones KYO will sell outside of North America next year, but I would be willing to bet it is comparable or actually MORE than Nokia WORLDWIDE. So who would we rather have that ASIC contract with in year 2000? I agree completely which is why I said more than 2 months ago that the deal would not go to NOK and we would be much more likely someone in Japan or China. The three way Japanese phone merger, and KYO's heavy equity position in it, is a huge plus for CDMA2000 vs WCDMA. Though both would pay equal royalties, a single standard is much better for consumers. Simplicity will keep costs low and energy can be focused on other areas, like additional features, which will advance faster. Tero might have been wrong about CDMA, but he wasn't wrong in all the benefits that a single standard across Europe bought them. NOK has probably already gotten most of the benefits of scale from GSM, but for CDMA we're just getting started. Moving forward everyone seems not to hear Irwin when he keeps emphatically (for IJ) repeating that he thinks we will see very, very rapid deployment of 1X by all existing cdma operators as soon as it is commercially available. And lo and behold this morning's press release announces the 1x MSM and CSM will sample starting next month. Last night IJ told us that it is possible that the first commercial deployment could be in place by the end of next year. Now, will NOK have a 1X chipset ready and designed into their phones by this time next year? Will they want to be seen as the cheapo, less-than-full-featured, also-ran, competitor in North America? Prediction - By 2001 they will be buying Q chipsets, so we will have NOK and KYO by then. If HDR then gets implemented by select carriers during late 01 and into 02, who do you think is going to be supplying the chips to NOK's high end phones? Does Kyocera vs. NOK provide an edge when China starts full scale deployment? I don't know, but I bet Irwin does and that he took that into consideration. I think you are right on the money here. CDMA is on a roll and has enough momentum not to be stoppable. Unless the Europeans show something very soon to prove that their vaunted EDGE actually works in the real world, carriers will chose CDMA as a proven economical path to 3G. The discussion I'd like to see us have is How does Europe move from GSM to CDMA2000? I think the biggest hurdle is the CDMA/GSM handset. I have many questions: Does a 2 ASIC phone make any sense or must it be one? (my guess=1, but not sure). Do either LSI or Intel have licenses for GSM ASICs, thereby putting them ahead of Q in this race? Does NOK make their GSM ASICs, does ERICY? What companies manufacture GSM ASICs? Does GSM even need an ASIC, can it be done in a DSP? What are the other issues in making such a phone once the IPR issues have been resolved? etc.