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To: Clarksterh who wrote (73162)	6/3/2000 9:50:00 AM
From: gdichaz	Respond to of 152472

Clark: What you suggest makes sense. As has often been pointed out the Q's revenue/earnings from sales related to infrastructure is miniscule compared to that on the upper end of use. If your "guess" is correct, what conclusions do you draw? Best. Chaz

To: Clarksterh who wrote (73162)	6/5/2000 4:58:00 PM
From: S100	Respond to of 152472

I was just quoting Alex Cena, accurately, I hope. I taped the session and reviewed it several times. His words were " 5 per cent of every bodies revenues". I understand that they are under time pressure during these interviews and have to talk fast. Walter Piecyk also supported this view but used words to indicate ASICs OR royalties and did not indicate any number for the percentage of royalties. I was surprised by the dollar amount of the future contracts he expects in Europe over the next few years. I understood him to be talking only about infrastructure. I also believe he was using the US and French Billion (10 * 9 ) rather than the English and German Billion( 10 * 12). Much of the cost of a base station would appear to be unrelated to CDMA or WCDMA. What part of the infrastructure would be subject to either GSM or CDMA royalties? - Not counting the money yet.