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To: Mika Kukkanen who wrote (5083)	5/30/2000 10:19:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

OK, here we go. The WTO thing is done, the US Congress vote is over and now we see the real China Unicom emerge. As well as who got the China strategy right and who didn't. No more spin - although a plenty of bitching & whining. After today's reports of Unicom's press conference start hitting the business press, we are about to see a whole new Asian telecom market emerge. It's the scenario we have been discussing on this thread since last summer. Korea, Hong Kong, Brazil, Australia - today's news is going to slap the cdma2000 defenders silly from Rio De Janeiro to Soul. We will now get a new cycle of Unicom GSM-1800 investment, fueled by their IPO windfall. Plus related GPRS, WAP and probably W-CDMA deals. Companies in the middle of ambitious IS-95 programs for China will have to rethink their strategies from the scratch. This is going to tip Latin America into GSM-1800 and W-CDMA. SK Telecom will probably run to DoCoMo now and try to gain access to the W-CDMA bandwagon. It's likely that Hong Kong will get at least 3 W-CDMA operators. Taiwan's new IS-95 order is starting to look like a major bungle. The ramifications are unfolding like an elaborate tapestry. Not the least of which is an enormous IS-95-free zone; from the shores of the Baltic sea to the icy waters of Vladivostok to the balmy Bay of Bengal. When you add Europe to Africa, Middle East, India, Russia and China you get the future megamarket of mobile communications. It's a triumph of open, non-proprietary standards. A new Helsinki-Beijing powerline, uniting the peoples of Scandinavia and Asia. You can have Mexico, Q-bubbas. Tero