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To: Claude who wrote (75867)	7/8/2000 10:29:48 AM
From: foundation	Read Replies (1) \| Respond to of 152472

(((The Korean companies plan to take advantage of what's called roaming, the ability to use the same handset on other networks in other countries. The Korean service providers for the first time will be able to collect charges for this kind of service. Jacobs said that future phones will be able to roam between CDMA standards and that the Internet eventually will make such distinctions less important. ``The main network in the future will be the Internet, and that doesn't favor any network,'' Jacobs said. ``The roaming issue will largely be in the past even before widespread use'' of the next generation of mobile phones begins.))) ----------------------------------------------------------- Let's take account ----> Keep your eye on NTT's May 2001 rollout of "wCDMA". There have been statements attribuited to ERICY that CDMA 2000 or wCDMA are both upgrade paths FROM CDMA 1x. Look for NTT's buildout to begin with CDMA 1x, installed by LU and ERICY - both with 3G licenses in place. THIS IS THE ONLY WAY FOR NTT TO MEET ITS SCHEDULE - considering wCDMA stage of development and IPR litigation issues. They MUST have comparable bandwidth for I-Mode (read value-added services) to compete with DDI's 1x and new content plans. SK Telecom states that their planned wCDMA system (NTT's flavor) will be compatible with their existing CDMA system. (The Asia/Euro axis may be splitting on this point, as the Euro flavor is intentionally incompatible.) CHINA WILL HAVE NO REASON TO WAIT TO ROLL OUT CDMA 1X if they can decide on flavor later. Recent China news releases reflect urgency to begin ASAP. Korean telecoms'statements favoring wCDMA are both logical and meaningless at this point. Present spectrum IS ALL THEY NEED for domestic services - this is even more true as they upgrade to 1x and 2000. New spectrum is for entry into foreign markets, where foreign standard makes sense. THIS EQUATION IS BASED ON THE NEED TO ROAM - REFER TO IJ'S STATEMENTS ABOVE. H&Q's Snyder will be wrong concerning DDI backing away from upgrading to 1x. (They could always say they plan to move to wCDMA like NTT or Korea telecoms as they upgrade to 1x, but this would be meaningless as well.) Lastly - wCDMA doesn't yet exist. Repeat this over and over and over. It's a guess as to when it will. Again, watch NTT. ----------------------------------------------------------- ``The main network in the future will be the Internet, and that doesn't favor any network,'' IJ is perceiving the entire Equation at a different scale, with ramifications similar to the Internet's effect on MSFT Windows. I would love IJ to speak to this on the upcoming conference call. regards, blg