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To: Keith Feral who wrote (94607)	2/25/2001 8:39:34 PM
From: JohnG	Read Replies (1) \| Respond to of 152472

Kieth. I have to say that there must be severe complications for vendor financing here. First, vendor financing, is a simple term for what must involve the participation of various Euro financial institutions. Clearly, the lenders front the financing subject to various guarantees and revenue pledges from the operators. If all operators go in all countries, then GPRS competes only with GPRS and however bad it is, operators survive due to a lack of competition with a superior system such as 1XRTT. However, if it comes to pass that an operator install 1X-RTT and customers enjoy it, perfer it, and buy it, then GPRS faces real competition and competing operators suddenly find that their GPRS service becomes a looser. Thus, the lenders find that they have a non-performing loan. If VOD sold valuable assets to raise the cash to purchase 3G licenses in UK and Germany, then they dodged a cash flow problem. However, they still have a severe return on assets problem that won't subside until the 3G spectrum is used in a way that earns a profit. Just because VOD swas able to sell assets to purchase spectrum does not mean that the other purchasers of European 3G spectrum were equally fortunate. I really have no knowledge about this. No matter how the various operators funded their spectrum purchases, it is inescapable that these huge outlays are non-performing assets for the forseeable future. Now that is a problem. JohnG

To: Keith Feral who wrote (94607)	2/26/2001 5:11:49 AM
From: Mika Kukkanen	Read Replies (1) \| Respond to of 152472

Complete BS. VOD sold its position in Orange due to competition rules in the UK and EU (i.e. you can not have substantial -controlling- interests in 2 GSM operators in one country). Mannesmann was similar due to its own positions elsewhere!. From the451.com "Wireless carrier Sprint PCS will launch 2.5-generation technical trials by the end of this year, followed by a national roll out of the network in 2002, to increase capacity and handle data services more efficiently. Sprint says it will launch the service to companies and consumers at the same time." It continues,"Sprint's 2.5G network, based on cdmaOne 1XRTT packet-based technology, will be upgraded from Sprint's existing CdmaOne 14.4 kbps circuit-switched network. In theory, the 2.5G network can reach speeds of 144Kbps, but it's more likely to attain similar speed as the 56K modem." Funny you talk about the doom and gloom of GPRS in Europe, when even an example touted by many is only going to be in a tech trial by the end of this year!!! GPRS is installed in most major operators in Europe, yes getting the phones is the problem...as it was when GSM first came out. READ: It is normal. You do not need a GPRS license! Please try and get facts correct before posting. I don't know your real occupation, but mine is Telecom Consultant. Cheers, M