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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (27234)	7/3/2000 3:28:57 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Eric L: Suggest you may have hit a major point which I was trying to deal with in making a distinction as to which CDMA flavor works best in which set of spectrum. Your idea that the Koreans may figure they can upgrade their current spectrum through 1X-MC (or the first phase of CDMA 2000) this year, then add HDR early next year, then 1xEV (the 1X-MC and HDR combination plus bells and whistles)in the second half of next year, and then: looking toward a broad export base, go to WCDMA (DS)in the new spectrum (at least as an option). This may be why the confusion. The news stories and press releases are not exactly crystal clear on which spectrum is being discussed. Again it seems that unless there is a clear distinction made as to whether we are talking about using existing spectrum or new spectrum, the multiple alphabet soup gets very confusing. And this is the case whether in CDMAland or GSMland. Your view? Best. Cha2 ...