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To: Gary L. Kepler who wrote (43470)	6/14/2001 9:53:43 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

>IMHO, the CDMA white paper may perhaps provide ammunition for outside Board members to > challenge management's strategy. If an independent Board member is aware of the white paper, >he would be irresponsible if he did not raise the issues with the company. Read recently referenced Fortune articles on how much boards influence management. fortune.com Jurgis - Don't expect others to fight your holy wars

To: Gary L. Kepler who wrote (43470)	6/14/2001 11:51:44 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Gary, re: QCOM - CDG Whitepaper << The CDMA white paper may perhaps provide ammunition for outside Board members to challenge management's strategy. If an independent Board member is aware of the white paper, he would be irresponsible if he did not raise the issues with the company. >> I agree with that. The paper could also be used by carrier senior management to challenge any direction that has already been established within the organization. I have read the paper a second time. I will return to it again. The paper is less a pitch for CDMA then it is a pitch to examine the CDMA alternative. This introductory paragraph sets the tone: The Shosteck Group does not endorse one technology over another or one 3G-migration path over another. Rather, we point to and discuss possible challenges that TDMA/IS-136 operators may face in deploying GSM and possible advantages that cdmaOne may offer. Based on these possible advantages, we suggest that TDMA operators may find it worthwhile to evaluate CDMA as a 3G option. A course of action is then recommended: We intend this white paper to raise core issues concerning the 3G transition. The resolution of those issues, to the extent feasible, must take place in discussions between the network operators and their vendors. The same tone and the same theme are carried through the 37 pages of the document. I could perhaps nitpick several statements in the document but there is no reason to do that. There are no glaring misrepresentations of fact in the document, no real glaring exaggerations that would turn off an informed carrier executive and the references cited are good. If I were a sales account manager charged with the responsibility of encouraging a technology flip from IS-136 to cdma2000, I would follow on pretty much the same track this paper runs on, in my initial presentation to carrier management. The paper acknowledges this fact: Regardless of whether TDMA/IS-136 operators choose GSM or cdmaOne as their migration path, they will have to overcome challenges, which the industry has never before faced. Because of this, both paths will prove more complex, expensive, difficult, and time consuming than many initially imagined. For this reason, no TDMA carrier is likely to chose the GSM migration path without first examining the CDMA alternative. As a result: For at least some TDMA operators, CDMA may prove the less onerous alternative. I like the paper, and I like the approach. Hats off to CDG and kudos to Herschel & Jane. The paper does not explore in any detail the comparative "mechanics" of overlaying or upgrading an ANSI-41 based IS-136 TDMA network to CDMA, and I have not seen too much published on the subject, with this exception: Message 15862795 << Ericsson has seemed to be more aggressive in their support of CDMA lately with their white paper and recent trials. >> I personally never felt, as some do, that Ericsson purchased Qualcomm's infra division to kill it. As far and away the largest provider of TDMA infra in the Americas they are in the enviable position of being able to work with an incumbent carrier to provide the best possible solution for the carrier. They have several arrows in their quiver that Nokia, Siemens, and Alcatel do not have. As a Qualcomm investor, I am most hopeful that CDMA is chosen by the majority of TDMA carriers considering a flip. - Eric -