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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (16291)	1/25/2000 11:48:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Wireless Market-Slides Any idea what "Net Subscribers" means on 3rd slide, first graph?

To: Eric L who wrote (16291)	1/25/2000 12:18:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Eric L: Re US Strategis slides. Thanks. Very interesting. Would much appreciate your view as to who US Strategis's primary customers are. Have followed their reports over the years, including through the "holy wars" on CDMA/time division flavors GSM and TDMA and have found US Strategis usually not all that knowledgeable about CDMA and consistently underestimating both CDMA's speed of growth and the range around the world (especially in Asia and the Americas) where CDMA is being installed. That seems to be the case with these slides also. Where that is particularly evident is in Japan which I try to follow as closely as I can. CDMA is minor now. Fair enough. But to have only WCDMA for 3rd gen is not very perceptive. The IDO etc. upgrading from IS 95 B launched Jan 7 will grow fast IMO. With 1XRTT quick on its heels this year. (After all the Q is testing those chips for handsets now, and for infrastructure in March) Then HDR will be in Japan in 2001. HDR would seem to fit the broad category of 2.5 while the Q claims 1XRTT is already the first phase of 3rg gen. Even if consider only 3XRTT as 3rd gen, won't that be rolled out prior to WCDMA? A fairly easy upgrade to the CDMA installed base, no? And isn't it possible DoCoMo will be forced by competition to go with the CDMA 2000 specifications - or close to them - (even if calling it WCDMA)? Would much appreciate your informed view. I concentrate on Japan because that is where the race is clearest and the US Strategis projections look particularly weak. (But Brazil looks far different on those slides than the current rapid adoption of CDMA there would seem to warrant.) Best, as always. Cha2