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

To: Eric L who wrote (17267)	2/5/2000 6:36:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

Eric L. RE: Vodaphone building out GRPS as 3G migration path. I thought the Vodaphone deal with Airtouch and BAM would provide the beachhead into Europe for CDMA. Presumably, the GSM buildout in Europe has them ramping up in GSM-centric EDGE and GPRS direction, possibly (I am guessing here) that if they were the only European HDR solution their customers could not use it on the continent (prior to Mannesman). They seem content to play North American CDMA and European GSM and worry about connecting it at 3G. Secondly, another provocative point about the Mobile 3g pdf is that if so many GSM operators are committing, is GPRS, EDGE and WCDMA really the vapourware (had to do it) that CDMAphiles think it is? You have always professed to an agnostic view toward 3G and I know it has served you well (OMPT, etc). So...bottom line...how do you think intercontinental migration paths will play out and will Q patents hold for WCDMA or UTRA-UMTS? Voop