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To: w molloy who wrote (4086)	2/29/2000 1:32:00 PM
From: George Leeper	Respond to of 5195

I mean the one in response to Richard Chow. It actually increased my confidence as well. Gus, you too, great post today. Thanks jeff leeper

To: w molloy who wrote (4086)	2/29/2000 2:22:00 PM
From: D.J.Smyth	Respond to of 5195

molloy "The commercial GSM network rollout didn't start in earnest until 1995. 3G will operate on an even longer time scale, because adequate digital networks now exist" In your previous post, although somewhat factual, I didn't quite get why you even replied to the points that Gus was making. I don't beleive Gus would argue against (or anyone for that matter), the points you made. but your purpose was unclear; shadow boxing. as for your above comment; this is pure conjecture. you need to go to the operators comments to surveys conducted by Strategis and others. ERICY had estimated a more gradual roll out of 3g but recently nearly doubled the number of expected subscribers by their early target date. "Adequate digital networks" does not address the data bottlenecks ocurring in Japan and various European cities. The "adequate digital networks" may be adequate for voice, but not wireless data. Nortel, I doubt, would not be scurrying like they are to develop the infrastructure parts based on the 3g platform for early expected rollout if that early rollout was not expected. Japan has determined that once they upgraded a wireless system, that the upgrade use was soon maxed out. Upgrades = increased valued added services. Increased valued added services = increased wireless revenue. It's not merely a transfer of dollars from wired to wireless, it represents creation of additional wealth and resources. 3g = increased valued added services. relative to this scenario current systems are not adequate for wireless data, current or expected. downloading a song wirelessly from the internet to your hand held Player doesn't work well at 14kpbs (unless you have two hours to kill). the greater rates are needed to address these simple tasks and/or new demands.