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To: carranza2 who wrote (4747)	5/12/2000 11:20:00 AM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

Yes - they may have decided to go with a standard that is 1-2 years late. This is what happened in Taiwan - the analog operator there is only now switching to IS-95, having given the local GSM operator a 2-3 year headstart in offering digital service. It all depends on how kooky the executives are. Individual decisions can be senseless - that's why we need to look at the entire global 3G market to calculate the progress of W-CDMA and cdma2000. Only the total numbers matter in the end. Right now, W-CDMA is in the position to outsell cdma2000 ten to one. That can change, but this DDI move was not enough to signal a shift. Judging from the recent leaks, the DDI board of directors are in a class of their own - this black parody of corporate decision making will live in infamy. Of course the main issue here is how sweet the deal DDI got was in the end. You have two desperate negotiating parties here - Motorola absolutely has to announce 3G customers right now and Qualcomm absolutely has to announce at least one cdm2000 operator outside USA to keep the standard on life support. This left DDI in a truly unique negotiation position. NTT-DoCoMo and Japan Telecom already have a W-CDMA headstart; DDI would not be in a strong position against them in this field. If they can bag an enormous package of financial sweeteners by choosing cdma2000, it may make sense to a certain kind of mindset. Tero