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To: voop who wrote (17250)	2/5/2000 11:31:00 AM
From: gdichaz	Read Replies (3) \| Respond to of 54805

voop: Eric L will speak for himself and well. In the meantime, there are two "nobrainers" now. For the CDMA operators, 1XRTT asap and for the GSM operators, GPRS. Both increase capacity substantially and increase data delivery with minimum change necessary in the base stations and relatively simple phone chip upgrades. But neither is an impediment in any way to using HDR early next year. Remember HDR is data only and is used in parallel to voice and data combinations. Thanks to Dr Viterbi. Time will tell, of course and we won't know for sure until next year, but the opportunity for HDR is very real - enhanced by 1XRTT or GPRS. Whether any GSM operator or TDMA operator will use HDR is not at all clear and the odds for inertia are heavy (i.e. Edge) but do not count out HDR yet. On royalties, the Europeans may fight, but in the meantime the Q's gathering of strength, market share, upgrades etc. will continue unabated where it counts, Asia (especially in Japan and Korea) and the Americas (especially Canada, the US, Mexico and Brazil). And watch China. Patent challenges will not stop that momentum. Only Europe may shoot itself in the foot by delaying 3rd gen. (And there is no CDMA there now, so no loss, just delayed gain.) All just as I have learned, as you know I am not a technology wiz. Best. (And await Eric L's view) Cha2

To: voop who wrote (17250)	2/5/2000 1:54:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Voop, << BTW, I have printed and read the Scott Zion provided PDF on Mobile 3G with its Eurocentric view and it is quite provocative. >> It certainly is provocative. It is a bit more than Eurocentric, IMO. The thinking of three major US based worldwide carriers ('T', Bell South, and SBC) and one major US carrier (VSTR including OMPT & AERL) with worldwide connections is most certainly reflected. << It seems clear that all European operators are having to decide now to do GPRS to get to WCMDA so even if Q's HDR is as successful as hoped, it is probably too late to change any GSM minds or pocketbooks >> I am less optimistic about this than I was 6 months ago. Vodafones decision to build out GPRS as their migration path to 3G was monumental. - Eric -