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To: ehopper who wrote (5566)	6/14/2000 3:45:00 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

The problem with the long term GSM disappearance is that it is just that - long. 3G will become a mass market product in places like India and China when either A) The middle class can afford 500-1'000 dollar handsets or B) 3G handset prices drop below 300 dollars Plus you need to have the local operators willing to invest something north of 10-30 billion dollars to build 3G infrastructure outside major cities. If you want to go on an investment trip that leads into this scenario - pack a lunch. Tero

To: ehopper who wrote (5566)	6/14/2000 3:51:00 PM
From: carranza2	Respond to of 34857

I agree with every one of your points. I would add, however, that since GSM networks will be ultimately extinct, carriers are going to consider the evolutionary path to 3G a lot more closely than some would assume. That's why the BT rollout is so important. If two or three or more networks have substantial problems implementing GPRS, then we may have a brand new landscape aided, of course, by changes in technology like GSM/HDR overlays. Wise thing you said..time will tell. A mind-controlled, lame-witted, vile-tempered cabalist Cassandra