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To: idler who wrote (96273)	3/27/2001 11:23:48 PM
From: V-Tach	Read Replies (1) \| Respond to of 152472

In the short term I feel you may be right. The effect of a slow economy will impact churn. New subs I feel will stay in the current range, and soon (in the next year) telco's will subsidize and churn up the lagers to handsets, to realize the increase in spectrum. This may be (I hope) spurred by the increase in data users. ,,,V-Tach,,,

To: idler who wrote (96273)	3/27/2001 11:56:30 PM
From: grinder965	Respond to of 152472

idler, Relatively speaking, the Korean wireless manufactures are in a pretty good position. They are launching 1x and have two brand spanking new Big markets that they will be selling into: China & India. Also Sprint is doing very well and Verizon continues to convert analog users over to digital. Other new cdma markets are springing up all over the place in countries like Vietnam, Thailand. Another wildcard is North Korea where WiLL would seem to be the perfect solution. The proof is in the pudding so to speak and I suspect this will help to foster the governments adamance re:cdma2000. Would not surprise me one bit if W-CDMA never sees the light of day in Korea.