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To: gdichaz who wrote (14589)	1/8/2000 1:39:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Cha2 << I have never seen your opinion of Kyocera's prospects in the wireless world. What thinkest thou? >> Still noodling this. I'm not clueless on this one but I'm trying to determine what standing or involvement Kyocera has with ETSI. I personally was hoping that one of the European manufacturers, preferably Nokia, would purchase the handset division. Someone with multi mode multi band GSM handset experience and close ties to ETSI & the GSM world. The reason for this is that Qualcomm doesn't get any revenue out of that huge chunk of the wireless world that is GSM. Part of the reason for this is that there are no CDMA phones in existence with the exception of the GlobalStar units that can authenticate to a GSM network for lack of a SIM. This is not an insurmountable barrier. There will someday be CDMA phones with SIM (2G) or USIM (3G) to authenticate to a GSM network, but for the moment for lack of same and for lack of close ties to ETSI (which I sense Qualcomm is doing something about) Qualcomm is missing some substantial revenue in the 2G wireless world that will still be around at the end of this new decade just as AMPS is today. Hope I did not get too OT in responding to this post. - Eric -

To: gdichaz who wrote (14589)	1/8/2000 6:10:00 PM
From: Eric L	Respond to of 54805

Cha2 << Most interesting - especially that VOD will find itself in the position of competition with GSM and TDMA within the US, so its position on data worldwide will be of great interest >> VOD is really an altogether interesting animal. First as a carrier I think they are the only player in the world to operate GSM as well as CDMA networks. I put Hutchinson Whampoa in a slightly different category since I think of them more as a conglomerate providing financial backing to GSM and CDMA carriers rather than directly operating networks. As for competition, one striking difference between the GSM Alliance (formerly GSM MoU) and CDG is the spirit of coopetition rather than competition that exists in the GSM community of operators that is the key to their spectacular year to year growth across all continents. VOD is one of the most valuable contributing members of ETSI, the keeper of the GSM standard. The Newbury trials that they sponsored, and which Qualcomm and Nokia participated in, were the testbed for ETSI and 3GIG (now 3GPP) for the successful incorporation of a CDMA air interface into a GSM network and if you will, for 3G. The Newbury Trials were in fact the prototype 3G test installation (although NTT was piloting WCDMA at more or less concurrently). I strayed here a bit ... VOD the Global operator (as opposed to VOD the US CDMA operator) has no problem dealing with competition with GSM and TDMA (which are about to be interoperable with VOD's overseas GSM networks). They have global vision and are technology agnostic. VOD, was brought up on coopetition, and has survived it, while competitively dealing with Orange, Mercury one2one, and Cellnet, in their native UK, by differentiation of functionality. VOD is not worried about competing in the US with the TDMA powers (T, SBC, Bell South) they are already partnered with all 3, and SBC and Bell South both operate GSM networks as well as TDMA networks, and in the case of Bell South internationally as well as locally. They also are not worried about competing with the emerging national GSM superpower (Omnipoint, VoiceStream, Aeriel) as these are coopetitive business partners that they already have global roaming agreements in place with. They have Vision! They are not isolationists. Global Convergence and Interoperability is key to profitable and useful cost effective mobile wireless data delivery that consumers will pay for and carriers can make money from. This makes VOD a power to be contended with. The Holy Wars should end. You and I have discussed this. Pardon my rant! Mq taught me. <g> - Eric -