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To: Maurice Winn who wrote (10256)	5/17/2000 12:22:00 AM
From: Ruffian	Read Replies (2) \| Respond to of 13582

The way i see it; Verison-Vod-Europe, (and germany, mannseman)-China-Korea-Japan-Australia-S America.......... Yes Mo, The Puzzle is filling in. Ruff sorry Sprint, was just using the above for roaming purposes. <gg>

To: Maurice Winn who wrote (10256)	5/17/2000 12:39:00 AM
From: quidditch	Read Replies (1) \| Respond to of 13582

Yes, Mq, and possibly HDR too; that could work. See my post of the VOD release, which is as ecumenical as one can be. Steve

To: Maurice Winn who wrote (10256)	5/17/2000 12:42:00 AM
From: qwave	Respond to of 13582

Good read Maurice. I like the way you think.

To: Maurice Winn who wrote (10256)	5/17/2000 6:22:00 AM
From: Mika Kukkanen	Read Replies (2) \| Respond to of 13582

No, no and no. The DoCoMo specs (and therefore for ARIB) for WCDMA were a little different to that of ETSI's, however they had been working in collaboration for some time to harmonise the two. I believe that was achieved quite some time ago. Just a quick snippet, a headline taken from today's FT: "Vodafone chooses Ericsson in œ2bn deal for 3G mobile infrastructure" it follows with "Ericsson already chosen as supplier for all four of 3G contracts in Japan and Finland" Do you believe the networks would be different in any way? The ITU stated three flavours for terrestrial IMT-2000 (basically the main two are the old cdma2000 camp and the rest of the world WCDMA camp). As I recall HDR aint a standard. Don't start that royalty crap...GSM IPR costs are virtually zero for suppliers due to cross licensing. It is unlikely that any new entrant has the ability to enter the market. If they did for WCDMA they would find the IPR even higher than you think you know it is for GSM; two reasons for this are that there are more companies claiming IPR and one of them has higher rates than the previous average. Enough of all this. Watch as our predictions come true, VOD will go the normal route to WCDMA - the rest is pure fantasy. If they don't, I'll start drinking cold lager (Eurofizz) rather than my warm English beer;-) M

To: Maurice Winn who wrote (10256)	5/17/2000 8:25:00 AM
From: rf_hombre	Read Replies (1) \| Respond to of 13582

Ericsson,QCOM and 3G Why would Ericsson choose to be dogmatic about the flavor of 3G? It bought over a year ago the CBS division of Qualcomm. After all, Ericy is in the business to make $$$ and if it can produce IS 95 base stations, it can surely produce CDMA2000. Qualcomm sells ideas, Ericsson sells Networks. Isnït it in the laterïs best interest to be a bit more opportunistic about 3G and follow QCOMïs wake? This would seem all the more reasonable given the recent 3G contract with Voda. What am i missing here?

To: Maurice Winn who wrote (10256)	5/18/2000 12:57:00 AM
From: JMD	Read Replies (2) \| Respond to of 13582

Hi Maurice, yes indeed I have been prodded to re-examine the critical statement: 'In support of its commitment to open standards, Ericsson has agreed to work with Vodafone to enable the introduction of other vendors' products into Vodafone's 3G network, which is expected to commence service in the first quarter of 2002' in greater detail. And it sounds to me like the camel's nose is sliding ever so subtly under the European tent. This Chris Gent fellow appears to have both oars in the water. I think he extracted what is in effect an "open future platform standard guarantee" from Ericy in exchange for a gazillion dollar contract now. Chris ain't about to foreclose his options when it comes time to toss HDR into the hopper--unlike the dodo birds @ T. Can you believe those guys? HIGHLY OFF TOPIC THOUGH I HEAR RAMSEY IS OUT OF TOWN SO . . And speaking of getting one's t*t in a wringer, what have you been doing over there on the Globalstar thread? Jeez, I've been out of the loop for a while and come back to find you in hot water all over hell and gone. The Journal's after you plus more flamers than I can shake a stick at. I have no idea what the topic is, but that's never stopped me from posting before. Point me in the right direction and I'm on the case. Besides, I like short squeezes when I'm long. Must tell you, though, that the Surfette had already decided to use the Globalstar share certificates in the guest bath--whether as TP or wallpaper I'm not sure but the indication wasn't bullish. Sherry anyone? SM