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To: tero kuittinen who wrote (8652)	1/4/2001 12:11:12 PM
From: Eric L	Respond to of 34857

Re: The first 3GSM World Congress - Global Roaming Focus Cannes, France February 20th-23rd, 2001 gsmworldcongress.com Rob Conway's thoughts: >> "The original GSM vision holds good for me today," he says. "GSM was the first product or service to offer roaming" in fact we invented the phrase. "Before GSM, there was no one number anywhere in the world ‘bandwagon’. The whole driving force behind Third Generation GSM - whatever you want to call it - was born out of the success of the GSM approach. "GSM equals global roaming," he says. "It is all we’ve got today to deliver on that one number vision, and it is the basis for the future. In many ways we - the global GSM community - own the intellectual property on roaming, and it is a property and a heritage that I want to safeguard and expand." Conway has been instrumental in helping to progress led the formation of the GSM Association’s Global Roaming Forum. The forum very much came out of the good work of the GSM North America group and the GSM Alliance. Work is now in train with his good support to ensure that technology standards co-operate as much as they compete. "The customers want to roam," he says, "and if we are honest about it they couldn’t care less who owns the technology behind the service. ìWe have to care about the technology - we have to work to ensure that it does the best possible job for our customers, we have to work on the compatibility and consistency of the service that our customers deserve. "That’s why I see the next world congress as pivotal. It is the first 3GSM World Congress. It is, as I see it, the most important forum in the calendar next year to ensure that the wireless industry unites and delivers on the dream - suppliers, operators, developers should all be working as one." As CEO of the GSM Association, Rob Conway, believes that a crucial part of his job is to help lead the industry and his members towards that united future. "When we all gather together in Cannes next year," he says, "I want us to be single minded as an industry. I do not want us to divert away from our chosen course or get caught up in unproductive competitive by-ways. "I want our competition to be about what’s best for the customers. I want our focus to be on delivering third generation benefits today as well as planning for tomorrow. I want the people who have delivered successful roaming services today, to deliver smart phones with services that people can use seamlessly, wherever they are in the world" with the GSM global network at its core. << - Eric -

To: tero kuittinen who wrote (8652)	1/4/2001 12:15:43 PM
From: Kent Rattey	Respond to of 34857

Tero, The Korean numbers in relation to 1XRRT performance are irrelevant as you are well aware. SK is the only operational SP with limited commercial rollout, is under mandate to cut subs, can't offer handset subsidies, and has only 1 month of 1XRRT operation. Flawless, I might add, to my knowledge. Regardless, I would love to see the reports of the 1XRRT problems you refer to, if they exist. To the real issue... "there is huge variety among both GPRS handset and GPRS infra providers. Compatibility problems won't be sorted out in a fortnight." I can see some merit to that argument, so why are MOT and Sonera so terrible for facing the inevitable? Is it a weak excuse to bash MOT? Kent

To: tero kuittinen who wrote (8652)	1/4/2001 12:16:45 PM
From: slacker711	Read Replies (1) \| Respond to of 34857

If you do the math about the IS-95 and GSM infra sales numbers, it's pretty clear that both very much needed an injection of new overlay customers. One of the camps got what it needed. I note the careful use of the word IS-95 instead of the more generic "CDMA". I think most Qualcomm investors would argue that W-CDMA is a CDMA overlay of GSM. OTOH....you are right. IS-95 has gotten it's head handed to them. If T had chosen 1x as it's upgrade path, Nextel and Cingular would have almost inevitably have followed. That combination would have meant I could have stopped worrying about weather W-CDMA would roll out on time. Earnings would have been assured for the next two years.... On another topic....curious on your thoughts on weather removable flash will eventually become a significant accessory for cell-phones. I'm not sure what Nokia's plans are but the SL45 seems to be the first move towards the next generation of multi-tasking cell-phones. The key is that incorporating an MP3 player didnt change the overall size of the phone. I want to get a handle on the potential for companies like Sandisk. Slacker