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To: Gus who wrote (5547)	6/14/2000 11:45:00 AM
From: carranza2	Read Replies (1) \| Respond to of 34857

Gussie, I never said that the component shortages aren't real. However, I do disagree with your speculation that they will drive the selection of 3G systems, particularly when the carriers are paying mega-bucks for bandwidth. Unfortunately, this strange little angle seems to be at the core of your opinions. I take it from the tone of your language that you don't take disagreements well. Too bad. It's not my job to make you happy. Why should a carrier whose paid big bucks for bandwidth go through an unproven and expensive 3G evolution using GSM/GPRS/EDGE/WCDMA if it appears reasonable, based on what is presently known, that substantial problems/delays will result? My crystal ball says that when the smoke clears, GSM will be ripped out by a lot of carriers who will replace it with CDMA2000 3G, despite any commitments to a GSM/GPRS/EDGE/WCDMA path. The niche won't be a niche any longer. Even under your "component shortage" theory, the products will flow to CDMA2000. Your crystal ball says otherwise. So what? My crystal ball also tells me that it won't make a lot of difference to the Q which path is chosen. Royalties will flow either way. One of the reasons I'm a Q long. Once again, your "component shortage" theory doesn't really matter in this scenario. I don't understand why you harp on it. Emotional arguments? I don't think so. Just my opinions and yours. We'll see who's right in a few years. Stay tuned. A mind-controlled, lame-witted, vile-tempered cabalist.