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To: engineer who wrote (8444)	4/8/2000 11:24:00 PM
From: J Krnjeu	Respond to of 13582

Mr. engineer, we have had the first concrete IS-95 operator commitment to 3G in Asia. And DDI chose W-CDMA. We have also had two PDC operators pick their 3G solution. They both chose W-CDMA. Ditto for the first GSM operators to make their decision. And then there are all these test networks in China, Hong Kong and Europe. If these facts don't indicate to you that Nokia's plan is working, I really can't help you. As far as Ericsson's commitment to IS-95 upgrades is concerned - is this a huge issue? Can you tell me exactly how many IS-95 network orders Ericsson has? How about zero? What the US CDMA operators do with their data upgrades is a microscopic issue. If Nokia can sell W-CDMA to DDI and Korean CDMA operators, that's a huge win. Ericsson splitting the Japan Telecom deal with Nokia was a loss for Ericsson. Ericsson losing the Voicestream deal to Nokia was a loss to Ericsson. These are markets where Ericsson's lead over Nokia was enormous - and it has been eroding nearly every week recently. You have to remember here that IS-95 makes up less than 15% of the world's mobile networks. And the IS-95 network sales growth is trailing behind both GSM and TDMA network sales growth right now. Order the Merrill Lynch report on this topic if you want to see the numbers. The above come from the NOK thread post #4058. I'm interested in your's or anyone's thoughts on this. Thank You JK