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To: Z268 who wrote (76752)	7/16/2000 12:46:22 PM
From: foundation	Respond to of 152472

"So, if you are the Europeans, how would you play the game now?" ---------- To me it is clear that Asia has the opportunity to set wCDMA standards. Europe cannot "call the game on account of rain" for 2(?) years while the get their technology in order. Europe can control their part of the gameboard, and continue to bar competing standards in Europe, including non-virgin wCDMA. They can hold out the "carrot" of participation in Europe's handset market to the Samsung's and the prospect of roaming to Asian telecoms. But how will Asia respond? Samsung has a stellar lead in CDMA handset technology. Will Samsung believe that NOK and ERICY will allow it a generous portion of European sales on an alternate standard, at some point in the future? With prospects for roaming between standards imminent, will the telecoms care? Will Euro telecoms, after spending billions for spectrum, upgrade first to EDGE, then again for GPRS, (when they exist) and then again to Euro virgin wCDMA, requiring expensive basestation and handset modifications at each step - only to receive inferior banwidth and unresolved voice capacity problems for their expense (with EDGE & GPRS)? Asia clearly has the opportunity to take the wCDMA "ball" away from Europe. And little reason to resist. NTT's wCDMA "agreements" with Korea telecoms apparently came at a price - closer affiliation with Korea's latency system (soon to be 1x). China is waiting for native manufacturers to ready themselves to compete with Korean, Taiwan and US vendors prior to their CDMA buildout. Taiwan manufacturers are getting their royalty agreements in order as well. A day late and a dollar short. This is how I see Europe. ---------- If you haven't, I recommend listening to Dr. Lee's (Vice President and Chief Scientist at Vodafone AirTouch) talk on 3G at Digevent - digevent.com Very informative throughout. But the most arresting comment for me was his answer to the very last Q&A - (Paraphrased) Is it possible that CDMA 2000 will be used in Europe? (Paraphrased) If a 3G system is deployed, whether it be wCDMA or CDMA 2000, and performs well, is efficient and cost effective, the question will go away. regards, blg