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To: gdichaz who wrote (19829)	3/11/2000 8:48:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Cha2, Re: 3G Mobile Wireless Telephony - CDMA - Qualcomm There is a very interesting recent article titled "Third Generation Mobile: From Perception to Fact" written by Ovum consultant, Dan Gardiner at: telecommagazine.com The article contains a simple chart showing global subscriber migration between network generations. It shows: * 2G subscriber growth starting to decline in 2003 as 2.5G ramps up significantly * 2.5G subscribers exceeding 2G subscribers by 2006 but starting to decline by 2007 as 3G subscribers ramp up dramatically. * 3G subscribers exceeding both 2G and 2.5G subscribers by 2008 An important footnote to the chart adds "Enhanced second-generation subscribers also use 2G, and 3G subscribers also use 2G+ and 2G". The article concludes with the following statement: "As the mobile industry shifts from being infrastructure-driven to service-led, deployment of 3G should be reconsidered in terms of the services it is able to provide rather than the technology it is based on. Only this will ensure that the complex decisions of whether, when and how to implement 3G will be made correctly. It is those operators with the best services that will be most competitive; not those with the best technology". Now regardless of this, the article states: "The extra spectrum provided by a 3G licence combined with the increased efficiency of CDMA technology will mean that 3G is the only way increases in traffic can be supported. In comparison, to existing technology, 3G will be the cheapest way in the long term to support subscribers where capacity is constrained" The CDMA air interface referred to here includes standardized WCDMA as well as cdma2000, but I think you and I both share the belief that essential Qualcomm IP is the basis of both technologies. - Eric -

To: gdichaz who wrote (19829)	3/12/2000 1:56:00 PM
From: JohnG	Read Replies (1) \| Respond to of 54805

Cha2, Congrats on Rambus. I see that it doubled last week while I was out of town. Like I said--nothing wrong with it now. And I have thought about your point that we may need to strike little early if we are to succeed. It is true--the NAZ now has a feeding frenzy as soon as it spots any tech stock that looks good. Investors just aren't waiting to see a company knock down a head pin before buying. Sooo--should we jump in expecting possible disaster or wait for insurance while conceeding some huge price appreciation prior to purchase?? JohnG