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To: slacker711 who wrote (8655)	1/4/2001 12:33:37 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

I'm sure people in general agree that W-CDMA is a CDMA overlay of GSM - but infra companies can't live on 3G alone. They need continuing inflow of 2G orders to keep the revenue base solid; then 3G can provide additional revenue. Maybe even profits at some day! Fresh 2G orders are coming in from South America, Cingular, AT&T, Rogers, Australia and North Africa. That's it - the market share here is vital, because European 2G infra spending is winding down. If a vendor loses share in these markets and lets the 2G sales erode simultaneously as 3G orders start coming in, something curious is going to happen to network profit margins. Strangely enough, this has nothing to do with W-CDMA licensing income! It's like I'm going totally out on a limb and hypothesizing that factors other than 3G are going to be central to mobile infra outlook during the next year or two. To pick a random example... let's see... heavy R&D spending on 1XRTT at the expense of TDMA/GSM overlay expertise may turn out to be a costly miscalculation? Ouch! Was that another unwarranted, viciously snide Fennocentric bash?? Or was it a simple statement of fact? Even I can't say for sure... though I do feel some residual guilt. We need to come back to this later and see whether it's warranted. I like to think that monstrous memory boost is just around the corner for phones. Much of mobile net content demands memory space in handsets - it doesn't exist now. Current phone specs put mobile content companies into a very tough spot. Tero