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To: Caxton Rhodes who wrote (8005)	11/3/2000 6:03:24 PM
From: Puck	Read Replies (1) \| Respond to of 34857

What GSM/WCDMA has that CDMA doesn't is a huge installed base, and that appears to be quite significant. As for Samsung, I understand that they have had some well received models of phones. Their ambition is to gain 10% more market share over the next 5 years but that will still leave them a second tier player. They are such a diversified conglomerate that I don't really think they can be invested in as a wireless play because that is just a small portion of what they do. They don't even have a U.S. listing that I'm aware.

To: Caxton Rhodes who wrote (8005)	11/4/2000 8:26:13 PM
From: 49thMIMOMander	Read Replies (4) \| Respond to of 34857

>1. 1x and HDR will be deployed in 18 months. >2. GSM will not have any products that can compete with that. 208.11 is a global standard for high speed, fixed wireless acess, one piece of the wireless puzzle, but for those who want to watch and transmit xxx-rated movies in their helicopter, on their 19 inch screen, renting a HDR cell for the half hour might be a good deal. Maybe a new helicopter-club to replace the old skyhigh-club, new way of counting bonuses?? But it might be frustrating when the soft handoffs and fast power controls doesn't work in that situation, a real tradegy at the crucial moments of the performance. Ilmarinen P.S. Is that the multi ban thing Q has in mind, kind of victorian stuff?? (There will be multi ban, multi mode, and multi network chip... and there is enough juice in the helicopter to replace a battery in the shirt pocket) P.P.S. You didn't really think anyone would take your list and conclusions seriously, did you??