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To: Keith Feral who wrote (5359)	1/18/2000 12:27:00 AM
From: Ruffian	Respond to of 13582

Lucent and One.Tel Team for 3G Assault By Emily Bourne 23 November 1999 Australian phone company One.Tel and Lucent announced today that they are teaming up to bid for Third Generation licences in the U.K. and western Europe. Under a memorandum of understanding, Lucent will build, operating and maintain 3G mobile networks on behalf of One.Tel. "This builds on our success in leading the charge for next generation networks," said Mark Hodgson, Marketing and Strategic Manager for third generation technologies at Lucent. "We've got third generation trials in place with NTT DoCoMo in Japan and also Vodafone in the U.K., in addition to a number of others." Lucent stresses that it will not be setting itself up in competition with its own customers. "We won't be bidding for spectrum. We will not be an operator," Hodgson said. "We provide them with the equipment. The selling and marketing and the operations will be One.Tel's responsibility." In addition to providing equipment, Lucent will advise One.Tel on their purchasing strategy. "In each of these countries the governments will be awarding third generation licences. They need to decide which countries are going to be attractive. We provide them with any assistance we can." The two companies have a history of cooperation. Lucent signed a AUD$1.1 billion ($699.7 million) contract to supply One.Tel's GSM1800 Australian network earliert this year. In a separate deal, Rupert Murdoch's News Corp upped its stake in One.Tel to an estimated 25%.

To: Keith Feral who wrote (5359)	1/18/2000 1:02:00 AM
From: quidditch	Read Replies (3) \| Respond to of 13582

Not only will LU's development of 3G CDMA with UMTS result in a windfall of royalties for QCOM forinfrastructure and mobile handsets, but LU may purchase the MSM ASICS for the CDMA based UMTS network from QCOM. Keith, I agree with your analysis of LU's work with UMTS and its efforts to "converge" UMTS with CDMA2000/1xrtt, the royalties for BS modems and handsets. But I'm not sure that I agree, or have heard, that LU would be purchasing MSM ASICS from Q (presumably the MSM3100 or MSM4500) and supplying handsets (dual mode or tri-mode) to the carriers. LU has been building the networks, the BS and incorporating the BS modems--but handsets and MSMs? Do you have a source, reliable or otherwise.? Best, Steve