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To: gdichaz who wrote (115277)	3/8/2002 6:51:44 PM
From: Eric L	Read Replies (2) \| Respond to of 152472

Chaz, << Hanover will be another case where we will be treated to "reporting" which assumes that Europe is the world and therefore there is nothing in the world but GSM/GPRS/EDGE and its set of dependents such as UMTS, on the pretense that there is no CDMA a'tal a'tal >>. Hanover is a great little town in NH that is the home to Dartmouth College. It's now coed so the guys don't get quite as squirrelly as they used to hopping across the river to White River junction this time of year when their hormones come out of deep freeze. Hannover is a fantastic town in Germany that hosts some FANTASTIC trade fairs or exhibitions ( and serves GREAT beer). One of those is CeBIT. Hannover is in Europe, but CeBIT is NOT just a European event, anymore than DRUPA is. Like most of the fairs that are held there, it attracts a worldwide audience. I will be very interested to see what type of presence Qualcomm has - if any - at this event, even as Partner. Last year Qualcomm was INVISIBLE at CeBIT. If Qualcomm is INVISIBLE again this year they deserve any "reporting" they obtain or do NOT obtain. If you want to skate on the big rink you buy yourself some Olympic calibre blades. If you cant afford to do that you are destined to be a niche marketeer forever. Qualcomm will get out of CeBIT what they invest in it ... ... and that could mean that there is very little cdma2000 "a'tal a'tal" .... ... ands since Intel and TI will be ALL over the show .... in many booths as partners, this will influence Qualcomm's chances of obtaining an eventual 50% market share that they target in WCDMA chipsets. CTIA 2002 runs almost parallel. It too commands an international presence ... but it is not like CeBIT. Hopefully Qualcomm ha s a decent presence at CeBIT for once at this crucial time. My point to you is that cdma2000 does not sell itself (so some marketing is in order), and with no architectural lock on GSM/GPRS/EDGE/WCDMA/TD-SCDMA chipsets some marketing expenditures are order. << we will be treated to "reporting" >> WE will get what WE pay for. No more and possibly less. Now if you think that I think that Qualcomm is one of the poorest marketing companies in the S&P 500 then you know me pretty darned well. If Qualcomm wants to run the marathon they need to budget for decent sneakers. Best, - Eric -

To: gdichaz who wrote (115277)	3/8/2002 8:38:27 PM
From: Cooters	Read Replies (1) \| Respond to of 152472

We still find a mindboggling divide between the Eurocentric stories, which include the US East Coast reports BTW, which ignore CDMA as if it does not exist -- and the reality which would compare CDMA in its flavors to GSM in its. Chaz, Here's what I should be replying: CDMA2000 changed all this. The realities of the competitive marketplace changed all this. Deploying a high-speed data offering in a network with abundant capacity did what we always said it would. It brought those who chose to use an inefficient voice technology, coupled with used(bloody, adhesive doesn't even stick on one side) band-aid data technology, to their knees. and........ Here's what I am replying: KDDI next month. PCS this summer. VZ here and there and maybe everywhere by EOY. Overlays in China. Just wait! Cooters PS - <ggg>