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To: Valueman who wrote (8197)	4/1/2000 11:52:00 PM
From: James Lough	Read Replies (1) \| Respond to of 13582

Just want to share my experience. Yesterday I decided to update my 10 year old cellular Motorola. Our corp. has an account with Air Touch so I went to their office and played the dummy role and asked them what I should do. I was shown and sold a Qualcom with CDMA, web hook up, Caller id etc. This was an 860 and was being promoted for $69. The experience included a lecture on the superiority of CDMA and the comments from the rep that "We do not push Nokia products". She said they do not work as well. I have a very limited knowledge of the technical side, really limited to what I have read on this thread and the GG one as well. However it was reinforcing to see it working in the market place. Have a great week end all. Jim

To: Valueman who wrote (8197)	4/2/2000 12:37:00 AM
From: Eric L	Read Replies (2) \| Respond to of 13582

Valueman, << CDMA has steamrolled the GSM community >> Could you elucidate? I have seen zero recent evidence of cdma penetration of the rapidly growing GSM community by cdma. In fact I have seen the contrary. << I am pleased that 1X is being deployed throughout the Americas, Asia, Australia >> What contracts exist in Asia and Australia for 1X? For that matter what contract exists in the Americas? << these various flavors of CDMA will lead to licensing fees and royalties for QCOM >> That is my assumption. How do you think cross licensing will affect this? - Eric -

To: Valueman who wrote (8197)	4/2/2000 9:11:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 13582

The thought that W-CDMA is some kind of GSM victory is a tribute to the PR firms hired by the involved parties. I find it all quite funny. Those who haven't followed the story are so easily swayed into thinking W-CDMA is some kind of QCOM negative, and a big win for Euroland. Such drivel. WCDMA is a GSM/Euroland victory and a victory for GSM infrastructure manufacturers. Not to aknowledge it means forgetting about the way the battle lines were drawn a few years ago. Nokia and Ericsson now seem to be very well positioned because of this victory. Had they lost the WCDMA gambit they might not have been. It's true of course that it's also a victory for QCOM but ti's not the total victory a CDMA2000 sweep would have been.We'll have to wait and see what sort of ASIC marketshare Q can garner and what royalty rates really end up being before we can assess the magnitude. It seems we do agree however that the more and the faster we see WCDMA the better!