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To: The Verve who wrote (10183)	3/29/2001 5:12:06 PM
From: Eric L	Respond to of 34857

<< Do you actually think there will be a large number of cdmaONE operators who don't want to double their voice capacity? >> No. Its a no brainer (as they say). Networks affecting probably > 80% of the current cdma sub base are already contracted or have made decisions to upgrade. << This one data point makes me question their entire analysis... >> We don't have the detail ... really dont have an analyses ... didn't listen to the CC. Any analysis should be questioned ... has to be questioned. << do you think any Euro GSM operators who were planning on installing UMTS are currently reevaluating and strongly considering alternatives? Or do you see these operators absolutely married to the idea of umts, regardless of when it arrives... >> Reevaluating or continuing to evaluate alternatives ... yes ... particularly as regards timing and business plans and possibly even EDGE. UMTS is not, at least from what I can gather, behind schedule to any great degree. GPRS is behind schedule and there was intended to be a window (minimum 12 months for some operators more) before initial UMTS rollout. - Eric -