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To: limtex who wrote (90759)	12/26/2000 6:18:25 AM
From: 100cfm	Read Replies (1) \| Respond to of 152472

L More importantly then PR about the deployment of 1X is press releases about how new subscribers are flocking to the faster/superior service. Where is the subscriber interest/excitement, is there any??? 1X or any of the new 2.5/3G technologies are not worth much if they don't induce subscribers to switch or new subscribers to sign on.

To: limtex who wrote (90759)	12/26/2000 10:37:38 AM
From: Getch	Respond to of 152472

L- The Korean roll-out of 1X has not ben heralded for a couple reasons that I can see. 1.) SK is under a government mandate to reduce market share to less than 50%. Zero incentive to market new product. Other carriers are behind SK in roll-out schedule. 2.) Lack of phones to sell. Handsets are by all accounts the most difficult part of the upgrade process. Take this as one more very large delay in the introduction of W-CDMA, whose handsets are going to be even more complicated. 3.) W-CDMA license beauty contest. For whatever reason, the carriers have been focused on obtaining W-CDMA license. Not a time to be highlighting CDMA 2000 progress. The real question that I have not seen here is, How much current spectrum do the Korean carriers have? I have been on vacation, and have not been able to follow the spectrum auction in the U.S., but as of about a week ago, Sprint PCS was high bidder in only one market. That tells me they are content with their ability to meet the needs of their future customers within the current spectrum. This leads to two scenarios, depending upon current Korean spectrum. 1.) They have enough current spectrum. The evolution of CDMA 2000 can continue as quickly as the market dictates. 2.) They don't have enough current spectrum. The evolution of CDMA in Korea is in a lot of doubt. W-CDMA IPR elephant is still under construction. No one knows better than the Koreans what it is like to pay out continually for IPR. They have been doing it to Q for almost 10 years. They, along with every other wireless company in the world, want in on the W-CDMA standard. I would wager a pretty heavy amount that a large factor in the apparent love of W-CDMA by the Koreans is an attempt to get some of their own IPR into the elephant. And if you are the 3GPP, what better way to get the only country that doesn't have your system in use to join the fold than to throw them the IPR bone. I believe we have speculated here that Q is doing that with the Chinese LAS-CDMA, rolling some of it into the next generation of CDMA 2000, to get China to implement "our" CDMA.