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To: mightylakers who wrote (12316)	6/14/2000 8:52:00 PM
From: quidditch	Read Replies (2) \| Respond to of 13582

slacker, mightylakers, We should find out. But Dennis and others on the board have kept up to speed on the S Korea Ministry of Communications deliberations on 3G licensing parameters, including choice of technology. And the weight of the news articles released at this point, in my view, is at worst a decision to go with CDMA2000 and DS. How could the Koreans throw in the towel on (i) an incumbent wireless system that has served them exceptionally well and (ii) a booming export industry earning hard foreign exchange in the billions, in exchange for an industry where the Europeans stand a much better chance to eat into their lunch? Yes, Korea is influenced by events in China and Japan-- political winds blowing from the West. And yes, it makes logical, if not altogether practical, sense to consider a dual standard so as not to be "an isolated island" out of step with the dominant standard. The SIM (whatever the analogous term is in CDMA-speak) card developments of Schlumberger and Gemplus tend to mitigate any fracturing that incumbent CDMA systems might experience. But the naked, quoted language is, imo, not a fair rendition of what has transpired thus far. Doesn't mean it can't happen. Albeit Q! says it welcomes 3G roll-out of any flavor, the faster the better, it is almost as if, once Q! commits to a date certain for its own DS chips, that greater legitimacy is given to DS, making it easier for incumbents to switch, rather than fight (twisting an old slogan around). Steve

To: mightylakers who wrote (12316)	6/14/2000 9:02:00 PM
From: cfoe	Read Replies (2) \| Respond to of 13582

The W-CDMA chips will be available in the third quarter of 2001, Thornley said. South Korea, the biggest market for Qualcomm chips, is considering adopting W-CDMA as the next national cell- phone standard instead of cdma2000. Above is the sentences I believe you are referring to. Note the "period" after "Thornley said." The next sentence was from the news reports we have all heard and read a number of times. It is not what Thornley said. Another point on the Korea situation. Samsung is running their cell phone factory 24/7. They could produce the max plan of 30 million units this year. If they do not sell all of them in Korea, they can ship them to Brazil and eat NOK's lunch there. Or what about fill the reported out-of-stock shortages of their CDMA phones here? Also, someone else mentioned this here when the Korea news was first mentioned. Sales of Korean phones exported generate royalties in dollars and not Korean Wan (sic). I think we shall see what's what very soon.