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To: Puck who wrote (9342)	2/21/2001 12:24:43 PM
From: carranza2	Read Replies (1) \| Respond to of 34857

Q is far from agnostic as far as CDMA2000 is concerned. Since it owns 100% of the IPR, it naturally would prefer adoption of CDMA2000 instead of WCDMA. Smart CDMA operators, primarily those located outside Europe, will evolve into CDMA2000 because of the relatively inexpensive transition costs. I think Korea already has rollouts of CDMA2000 in progress or should have some soon. If CDMAOne would have gained a foothold in Europe, you would have seen reasonable spectrum auctions and lots of CDMA2000 contracts. Alas, it's probably too late now. The Euros have unfortunately for them and the Q chosen to cook in their own pots. The Euros may, if they have a lucid interval, go to CDMA2000/GSM overlay which should be available before WCDMA is in full rollout. The GSM to GPRS to EDGE/WCDMA evolution is fraught with delay risks which could be ruinous in view of the insane spectrum auctions. I won't even mention the GPRS sauna rocks and the unavailability of handsets for the first stage of the WCDMA evolution.

To: Puck who wrote (9342)	2/21/2001 12:33:39 PM
From: Eric L	Respond to of 34857

Puck, << I've been anticipating seeing CDMA2000 contracts rolling in at some point and haven't seen a single one to date outside of Korea and don't really know what's going on in that market anyway. >> I am not sure that they are rolling in but there are at least a half a dozen contracts let, all for 1xRTT in current cellular or PCS spectrum. These include the 3 major Korean carriers (who are pretty well built out and should move from commercial trials to commercial launch stage relatively soon. Also you have KDDI in Japan (awarded contract for current spectrum but not IMT-2000 spectrum yet) as well as Sprint PCS and Alltel in the states. There are probably another half dozen immediately pending and eventually we will see most current cdmaOne networks migrate to 1xRTT. The spectral efficiency is compelling reason (1.6 to 2x IS-95A) as is the capability for high speed data and rather seamless forwards and backwards compatability. There are of course still some 30 plus contracts not awarded for licensees of IMT-2000 spectrum. - Eric -