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To: Eric L who wrote (16247)	10/31/2001 12:55:23 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 34857

Got the numbers per pop for cingular's proposed 18 month rollout of the overlay to GSM/EDGE. $19 per pop or about 3.6 B for 200 M pops. On the other hand, PCS upgraded to 1x for $3.35 a POP. 800M/239 POPS. Oh my. Caxton

To: Eric L who wrote (16247)	10/31/2001 3:14:17 PM
From: slacker711	Read Replies (2) \| Respond to of 34857

The 3 major eligible networks in the US have committed, the smaller players will follow suit, so now attention shifts to Latin America where EDGE has been in play since Anatel was involved in their spectrum decision process. Europe, EMEA, Asia, hard to say at this juncture, but since GPRS is such a capacity hog, it is likely to come into play once GPRS networks are fully deployed. I think that this is going to have a pretty big impact on some Latin American operators...it is probably going to make it more likely that they will consider EDGE the end-game rather than a step to W-CDMA. Any comments during the Cingular call about W-CDMA? If they are not eventually moving to W-CDMA....this is a pretty dumb decision on the part of Cingular. Looking back on a discussion that we had a couple of weeks ago, you stated that 1xrtt would have 5x the capacity of GSM/GPRS in most areas and 3x to 4x in NY. siliconinvestor.com The wild card in our comparision of AWE and PCS was the fact that AWE would eventually migrate to W-CDMA....and thus have a chance at a spectrum efficiency comparable to PCS. This is not the case with Cingular's decision to migrate with EDGE. A comparision between PCS and Cingular shows that both have 30MHz of spectrum in NYC. Cingular's deal with Voicestream allows it access to another 30MHz. PCS is going to have anywhere from 1.5x to 4x the voice capacity of Cingular. My assumption is that this comparision just gets worse when you include data. Afterall....the prime reason for the GSM world's comittment to W-CDMA was it's ability to handle data. I believe that Verizon picked up 20Mhz of spectrum in NYC for somewhere around $4 Billion. The best case scenario, for Cingular, would involve PCS having the equivalent of 30MHz extra for voice capacity....this would only cost them $6 Billion. The worst case would involve 90MHz which would cost a cool $18 Billion. Slacker