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To: carranza2 who wrote (5100)	5/30/2000 12:53:00 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

The China "story" is well past adolescence. Unicom has now 7 million GSM subs and Telecom is close to 40 million. And you think that this is "infancy"? Whether people choose to close their eyes from reality or not, the Chinese mobile telecom market keeps expanding every day and the new entrants are facing nearly impossible hurdles. If you think that misjudging the subscriber base of a new satellite phone project by 600-1'000% is no problem at all, that's remarkably generous. CEO's are generally held accountable for these kinds of "rounding errors". This dovetails with unrealistic expectations for cdma2000 and unrealistic expectations for IS-95 in Russia, China and India. If you know what Qualcomm executives said about GPRS in the spring of 1999, you also know how much they understand about the mobile internet infrastructure business. They are every bit as right about W-CDMA as they were about GPRS. It's not clear at all how people with zero experience of GSM can pass judgment on GSM upgrade technologies. Would you ask AT&T people about cdma2000? Tero