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To: Wyätt Gwyön who wrote (4891)	5/16/2000 8:38:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Yeah... the best part will be hearing the Piecyk & Cena spin on the topic. No, it wasn't a surprise.... we never factored this in our projections... we see this as "neutral", but the psychological impact may be positive... cdma2000 is still a viable alternative for GSM operators even though Vodafone just went public with W-CDMA and they had the biggest incentive to choose cdma2000... The message Unicom has been sending with their recent urban GSM order ramp-up has been pretty clear. Why on earth would they spend so much on GSM in major cities if they intended to build a serious IS-95 network? There still is a possibility for a face-saving compromise. Unicom may expand IS-95 networks in Ulan Bator or whatever and offer it as a mobile solution for yak-herders. This is the variation of the Australian situation, where IS-95 is positioned as the sheepfarmer product for the rural population. Tero