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To: axial who wrote (2105)	2/22/2001 12:55:17 AM
From: akmike	Read Replies (1) \| Respond to of 46821

Hi Jim (and Ray), In yesterday's MRVC conference call they highlighted Phillippe Schwartz, CEO of their sub. CesComm which is producing revenues and positive cash flow using super computing power to translate radio signals to services that customers of cellular (3G) providers require. They are currently deploying product in UMTS in Europe and W-CMDA with NTT-DoCoMo in Japan and have the capacity to do likewise for CDMA2000 in the U. S. If I heard right, they are provisioning these products through Lucent, Nortel, and Alcatel. Do you know of any competing product? The revenue stream is modest at this stage--I believe they stated a 25 mil. annual run-rate. I apologize for not being more definitive, my audio feed was contaminated on all 3 times I tried to take it down. The call is archived at: www.mrv.com P. S. Ray-suggestion for "nomme d'plume: tt@tt (=terrible trouble at tumalo telcom)

To: axial who wrote (2105)	2/22/2001 1:09:55 AM
From: Raymond Duray	Read Replies (1) \| Respond to of 46821

Thanks Jim, interesting calculator they have set out there. Seems to be a healthy bill to merely pay off the license fee. I reckon the real debt load to end up being about twice what we see in the Memia examples, covering the infrastructure and operating expenses while revenues build. Ray :)

To: axial who wrote (2105)	2/22/2001 12:45:55 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 46821

Hi Jim: These calculations assume that the loans will be repaid. This might be the Japanese way (drag the shakeout over 2 decades) but not the Western way. Expect marginal payers to go under and banks to take a bath on their 3G loans. Then the licenses will end up in the hands of better capitalized or newly capitalized players. So, all what the calculations prove is that the current license holders have dug a big hole for themselves. The wireless business (including 3G networks) will survive with or without (mainly without) them. Best regards, Bernard Levy