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To: limtex who wrote (117755)	5/1/2002 9:04:22 AM
From: slacker711	Respond to of 152472

Are you sure we should expect some benefit from 1X in 2H 02 and even the June qtr? I expect higher ASP's due to the 1x launch...but I think we need to see more about the applications and pricing schemes of Sprint PCS before we can decide to count on 1x carriers gaining marketshare. Slacker

To: limtex who wrote (117755)	5/1/2002 9:07:26 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 152472

Re: slack - I am not counting on any potential increased sales due to the launch of 1x in the US....they might occur, but I dont think they should be in anybody's forecasts Phones may not increase, but given all the items which have wireless connectivity applications... Jeff Vayda Broadband Undergoing Application Expansion telecomweb.com (Broad Band News) By John Bosma <snip> Internet aficionados are finding a new "user population" joining them "on the 'Net, as industrial machines, household appliances, and cargo-tracking RFID (radio-frequency identification) tags make their appearances. The variety is amazing, and includes house-security alarms, condition-based maintenance (CBM) sensors on Navy fighters and remote pipeline compressors, health alerts from wearable medical sensors on people located anywhere in the world - and it shows every sign of growing as wireless Internet, Bluetooth micro-radios and PCS networks proliferate around the world. … Why this new 'Net population? Because companies, homeowners, boat owners, freight shippers, dairy farmers, building contractors and other users realize that by using small, cheap web servers customized for each machine or application, they can - from thousands of miles away - turn machines on or off, monitor their health continuously anywhere in the world, track RFID-tagged cargo or vehicles, detect intruders on company property- and a host of other functions. To accomplish these functions, they tap into a global Internet backbone through satellite links, wireless PDAs, mobile and desktop PCs, cell phones and fiber-optic landlines. …. <unsnip>