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To: qveauriche who wrote (84425)	10/22/2000 11:08:36 PM
From: EJhonsa	Read Replies (2) \| Respond to of 152472

Also, FWIW, George Gilder was openly skeptical (almost even contemptouosly so) about the prospects for WCDMA. He unapologetically predicted a 3G world dominated by CDMA 2000. Before any of you get too enamored with this comment, keep in mind that Gilder's other predictions include: 1. The pDq would become "the world's most popular PC." 2. Netscape co-founder Mark Andresson would become "the next Bill Gates." 3. Java would become the world's most popular programming language for the development of PC applications, and would put an end to Microsoft's monopolistic position in the PC operating system market. Everyone's made their share of faulty predictions, so I'm not being overly critical of him here. However, these predictions do show that Gilder's track record when it comes to making calls on business trends isn't as strong as his success in making good calls related to technological trends. IMO, Gilder's a great technologist (if you don't subscribe to his newsletter, I wholeheartedly recommend doing so), but he very often shows only a limited understanding of the underlying business dynamics that surround the industries that end up making use of the technologies that he talks so much about, and this is just one more instance where he's shown this. The idealism he shows with regards to his belief in the inevitable triumph of what he deems to be superior technologies is touching, but sometimes reality has to put an end to these dreams of his. Eric PS - Seybold's comments about AWE switching to GSM are definitely interesting. If this is true, I guess we can expect them to be a very active participant in the upcoming 700 Mhz. auctions so as to have a somewhat smooth GSM/W-CDMA upgrade path, assuming the TV broadcasting issues are resolved for that band. Don't know about DT giving up on Voicestream, though. I'm sure that they've got a highly uptight, bureaucratic management team, and over the past couple of years, they've been thwarted twice in making major buyout attempts (Qwest and Telecom Italia). The price they paid for Voicestream showed just how desperate/frustrated/agitated they were. This time, my guess is that they'll stick to their guns no matter what AWE does.

To: qveauriche who wrote (84425)	10/22/2000 11:09:04 PM
From: SKIP PAUL	Read Replies (2) \| Respond to of 152472

What would be AT&T's rationale for going to GSM instead of CDMA? Did Seybold say?