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To: Ruffian who wrote (5049)	5/29/2000 8:46:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

It's not immediately clear whether that was a compliment or sarcasm... I'm taking it as former. That's how strange the situation is - I still can't tell whether people on this thread really grasp what is happening on the 3G front or not. The DoCoMo-SK Telecom deal anticipated by Bloomberg would more or less seal the fate of cdma2000 in Asia. We're seeing Qualcomm's lack of real clout in the 3G development spelled out in the recent deals. If Korea's dominant operator follows Hutchison, Telstra, Japan Telecom and NTT-DoCoMo into the W-CDMA camp, the jig is up. Fist W-CDMA deals from Hong Kong and Singapore have already been announced. Turned out that DoCoMo is the real 3G gorilla. Funny how the world throws out curveballs sometimes. On another trend in this thread; it's kind of touching to see American investors putting their faith in the articles published by China's leading communist nespaper. However - Unicom is bound by law to inform putative investors of its real investment plans prior to the IPO. The Unicom prospectus is the real deal here. Everything else is spin. Tero

To: Ruffian who wrote (5049)	5/29/2000 12:02:00 PM
From: Eric L	Read Replies (2) \| Respond to of 34857

Ruff, << Losing the network business entirely weakens Qualcomm's ability to influence third generation digital standard development ....... >> When Tero made this statement, I was in total agreement with him, for the reason he states. In retrospect it was a great decision (on balance). Qualcomm has done well through 3GPP2 and in OHG in the development of 3G standards. Still, an infastructure provider is in better position to influence (and react to) standards development, IMO. - Eric -