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To: engineer who wrote (86287)	11/5/2000 12:59:54 PM
From: limtex	Read Replies (2) \| Respond to of 152472

eng - I have said ofr many months now if not longer three things that we shouldn't hold our breath on:- 1. China 2. NOK 3. T I still think that. We have to recognize that the eventual cdma 2000 victory isn't going to come easily. One thing it seems to me is now crystal clear and needs no waiting for, it is here now and that is 1X:; 4. 1X is 144Kbps and has NO competition today. 5. Korea is today six months ahead of the rest of the world and the next one in is Japan with 1X early next year and the US at the end of Q3 next year. At that stage threee countries will be way ahead of the rest of the World, namely the US, Korea and Japan. 6. The only weapon that the GSM gang will have will be clever marketing (otherwise know as propaganda established in Europe since 1933 as superior to the truth). I don't think that will work effectively in the environment of Korea, Japan or the US. 7. The upgrade from 1X to HDR is going to be easy and relatively inexpensive this increasing the pain of the competition. IE life for the GSM/TDMA lot gets harder and not easier. Underlying all the FUD against the Q's cdma 2000 system is the risk to the World wide GSM sponsored cartel to allow customers to roam seemlessly from territory to territory. Fine but the reason these people want this isn't to benefit the hapless subscribers it is to perpetuate the monoplies that previoulsy existed in Europe and who after 'privatization' find that they can't make money unless they've got a nice captive group of subscribers they can gouge. Why else should Korea worry about roaming agreements. Why shouldn't the SP's in Korea be happy to provide their customres with cdma-2000? How many Koreans will be unable to use convenient mobile service when they travel abroad if they could only roam on CDMA-2000 compatible systems? How many Koreans go abroad anyway? And of those how many go to the US, Japan, Australia, New Zealand, Canada etc? OK if they go to the Middle East they'll have a problem but its not a big problem. Now what about how many GSM users travel to Korea? My guess is there are a lot of business travellers. Well I wonder what nice little roaming rates await them and they have to pay in their hoem countries and the Korean SP gets a nice piece. Thats the root reason behind the Korean SPs virulent opposition to cdma 2000, a virulence so strong that one of them would sooner sacrifice being in the 3G business at all rather than accept cdma2000. Wow that is some vehemence. Best regards, L

To: engineer who wrote (86287)	11/5/2000 1:14:40 PM
From: Peter J Hudson	Read Replies (1) \| Respond to of 152472

I hate to defend AT&T wireless, but there are some prevalent misconceptions. AT&T did not make the choice to deploy TDMA. TDMA was being deployed when they bought the cellular business. All of this was long before Mike Armstrong became CEO. AT&T wireless has been very successful in growing their business, not because of technology, but because of excellent marketing and brand recognition. AT&T will definitely have to change technologies as they transition to 3G. EDGE isn't going to be the answer! I don't think that the choice will be influenced by corporate ego. Lucent was actively pushing CDMA while it was still part of AT&T. AWE has to milk all they can out of their 2G system before changing technologies. Wireless data is forcing that change sooner than they would like. It will be very interesting to see what they do. Keep in mind that the vast majority of wireless customers don't know TDMA from CDMA, they understand price & features. CDMA will soon have a large advantage in both price & features with 1X. I agree that AWE tracking stock IPO was a sham! We can hold Mike Armstrong directly responsible for that. Pete