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To: carranza2 who wrote (15834)	10/16/2001 10:47:12 AM
From: Eric L	Read Replies (2) \| Respond to of 34857

c2, << Have you quantified Q's interest in NextWave? >> I have not. << A good news/bad news joke for the Q. No CDMA, lots of cash. >> They accomplished one of their original objectives - stalling GSM penetration in the USA. As for no CDMA, the big winner, big spender, in the reauction, was Verizon which was CDMA anyway, and Verizon is significantly strengthened by the auction and its settlement. $8.8 Billion of $16 Billion twas Verizon who obtained 157 million overlay POPS and 10 million fill in POPS. They increased their spectrum inventory: * 33% in the top 25 markets * 29% in the top 50 markets * 19% in their entire footprint AWS does get the extra 10 MHz in NYC they wanted and needed and VoiceStream gets good fill in. There are really no losers here so far as I'm concerned. The taxpayer will now be made whole and long haul the consumer benefits because they will have more choice as a result of competition. << Will it mean UMTS will have a substantial footprint in US? Probably. >> Probably eventually. Later than Europe and Asia no doubt. It would not surprise me to see nationwide EDGE across 3 EGSM networks by 2005 with some AWS WCDMA. Probably a healthy percentage of WCDMA by the end of the decade. - Eric -