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To: Uncle Frank who wrote (96574)	4/1/2001 3:16:07 PM
From: Carter Patterson	Read Replies (1) \| Respond to of 152472

Its also my understanding from this thread that besides the regulatory hurdles of VOD buying VZ, Verizon board has to approve any buyout of VOD. Would they do that for the right price? I'm sure they would, but it may also be easier for them to sell their stack and grab a stack in Cingular if they truly believe that WCDMA is the only path. I think Vod hedges their bets by letting VZ go w/ cdma2000 which will still allow for global roaming thanks to WCDMA/CDMA2000 chips by Spinco. Q to the thread: After Spinco is spun, will they immediately begin to manufacturer IS95-GSM chipsets for global roaming concerns?

To: Uncle Frank who wrote (96574)	4/1/2001 3:16:11 PM
From: carranza2	Respond to of 152472

As pointed out by JGoren, the only serious potential regulatory problem would be anti-trust. The WTO telecom rules specifically allow foreign investment in domestic telecom companies. Remember how the hew and cry about DT buying Voicestream fizzled into nothing?

To: Uncle Frank who wrote (96574)	4/1/2001 3:35:05 PM
From: grinder965	Read Replies (1) \| Respond to of 152472

uf, Not only that but VZ going with 1x in current spectrum is a no brainer. For vz there is no other rational migration path to take. Only a total fool would try to short circuit an approach that will allow vz to almost double their voice capacity and increase data rates with a relatively low cost investment. Look for vz to take very aggressive measures to convert the remainder of their analog subscribers over to digital this year....even if it means practically giving away free phones! Should vod make a bid to take control of vz wireless, it could conceivably portend serious consideration of making a move to cdma2000 for other wireless properties owned/or controlled by vod. Gprs is not going to do for the euros' what they had hoped it would & w-cdma is a longs ways off. The time-to-market lead (and other advantages) of the Q's preferred migration path to 3G cdma is growing ever larger.

To: Uncle Frank who wrote (96574)	4/1/2001 4:59:36 PM
From: American Spirit	Respond to of 152472

VZ - didn't "promise not to disappoint, that was my word, they reiterated meeting targets this year and saw now reason to lower expenditure. They can get their supplies and buy-out smaller competitors now at half price. They are good shape. The old GTE-BEL were always safe solid stockz. Add Airtouch and they've covered a lot of bases. Expect more consolidation in this sector going forward and companies like VZ and SBC ending up the "owners" of the majority of the info superhighway. Along with T in cable (though T paid a lot for that right).

To: Uncle Frank who wrote (96574)	4/1/2001 8:32:42 PM
From: Rick	Respond to of 152472

NYT on Spectrum March 31, 2001 Studies Find Scant Availability of Spectrum for Wireless Internet By STEPHEN LABATON WASHINGTON, March 30 — "Three government studies released today cast doubt on a plan by President Bill Clinton to find space on the congested airwaves, a move seen as essential to the future of a new generation of hand-held wireless devices capable of browsing the Internet at high speeds. An executive order by Mr. Clinton last October and followed by the Bush administration has called for a top-to-bottom review of the way the government and commercial interests use the spectrum as a prelude to a huge licensing auction next year for the wireless telephone companies, which say that the licenses are critical for the development of the technology. But the studies of military, other governmental and commercial users of the airwaves concluded in effect that the spectrum had become overcrowded real estate with little room for coexistence between the current tenants who refuse to give up space to the competing claims of outsiders. The studies by the Federal Communications Commission, the Commerce Department and the Pentagon, drew no policy conclusions as to which license holders should be forced to move or who should bear the high costs of such relocation. But they describe billions of dollars in potential costs and disruptions associated with those moves on top of significant technical hardships for the current owners of licenses and national security problems for the military. The F.C.C. report, for instance, concluded that there was "no readily identifiable alternate frequency band that could accommodate a substantial relocation" of the users of the bands it had studied. The Pentagon, meanwhile, concluded that it would be unable to vacate the frequencies it has held "until well beyond the time lines established" by the Clinton directive, and that policy makers should look toward commercial users to find new sources of spectrum. The review ordered by Mr. Clinton has prompted a fierce political and lobbying battle between the wireless telephone companies, which hunger for more licenses, and current license holders. They include the military, religious and educational broadcasters, and companies like WorldCom and Sprint that are in the process of developing high-speed Internet services to homes. Some of the world's largest telecommunications equipment makers, including Motorola, Cisco Systems and Ericsson have also joined the lobbying fray, staking positions depending upon where they see their future markets. But taken together, the voluminous reports paint a picture that will make it difficult for the nation's leading wireless telephone companies to prevail in the battle over bandwidth now taking place in Washington. The companies say the licenses are crucial to the roll-out of the so-called third-generation hand-held technology capable of cruising the Internet at high speeds. "Based on these studies and what I hear in the political debate, there's significant doubt that there will be spectrum available for an auction by 2002," said Blair Levin, a former top F.C.C. official who is now an analyst at Legg Mason. "The reports point to the problems, they don't point to a solution. It's a real political problem." Michael K. Powell, the new chairman of the Federal Communications Commission, has signalled his frustration. While calling for a cohesive national policy on the management of the spectrum, he has also noted that the ultimate decisions about where to find new sources of spectrum, and in particular whether any licenses may be available from the military are "decisions with people above my pay grade." The Bush administration, further complicating the political equation, has moved slowly to fill vacancies at the Federal Communications Commission and the National Telecommunications and Information Administration of the Commerce Department. At a news briefing this morning, officials from the Commerce and Defense Departments sat uncomfortably together as a rear admiral overseeing communications strategy for the military explained why it would be too costly and too expensive to move out of its space any time in the next decade or longer. Pentagon officials have said policy makers should look to commercial users of the spectrum to find new space for the high- speed Internet. Officials in the cellular telephone industry said today that they were not surprised by the findings of the report and that they still hoped a deal would be reached that would find them new spectrum. "It sounds to me as though the Department of Defense has declared war on churches and educational services," said Tom Wheeler, president of the Cellular Telecommunications and Internet Association, the wireless industry's main trade group. "I still continue to believe that because this is just an interim report there are ways that creative people can find spectrum." Home \| Back to Technology \| Search \| Help Back to Top nytimes.com - Fred

To: Uncle Frank who wrote (96574)	4/3/2001 10:58:30 AM
From: S100	Read Replies (4) \| Respond to of 152472

Looks like FT one, SI zero Vodafone to Take Over Verizon Wireless April 02, 2001 Source: The Broadcast Monitoring Company UK - British mobile phone operator Vodafone has announced plans to take over US mobile phone operator Verizon Wireless. The British firm already owns 45 per cent in the joint venture company with Verizon Communications. A report in the online edition of New York Times stated that Chris Gent and his team was already preparing for the possibility of a hostile takeover bid. bmc.co.uk hive4telecom.com;