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To: Eric L who wrote (10152)	3/28/2001 6:29:04 PM
From: JohnG	Read Replies (1) \| Respond to of 34857

Perhaps VOD could simply sell their share of Verizon and find an alternate investment in Cingular. Cingular will have to make some major equipment changes andseems to like W-CDMA. Verizon is committed to CDMA2000 and already has CDMA equipment in place. Switching partners might make all parties happier.

To: Eric L who wrote (10152)	3/28/2001 7:02:28 PM
From: JohnG	Respond to of 34857

Eric L. Time will tell as to whether QCOM achieves Gorilla status. Clearly there is no parallell between Apple's unwillingness to license its fine software and QCOM's desire to empower software developers by providing the BREW interface to allow 3rd party software writers to profit by writing C+ or Java programs. Clearly QCOM's willingness to either license ASIC patents for 3rd party manufacture or sell their own excellent ASICS does not restrict phone makers from developing ASICS if they have the desire and resources BUT instead provides them a second choice of purchasing or making according to what the phone builder desires. Clearly QCOM's less than 5% royalty rates are much less than the 19% rates the Europeans used to threaten Samsung. The problem the Europeans have with QCOM's royalties is that they are so low that they will not serve as a barrier to entry to new phone manufacturers and thus phone makers will be required to compete on a more level playing field. You spend so much time on standards committees that I can see how you might resent seeing QCOM race ahead of the traditional standards group/process and create a marvelous technology that outclasses any current technology--thus proving a technology that was being dismissed by many wireless insiders as unworkable. JohnG