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To: Mike Buckley who wrote (51608)	6/2/2002 11:15:36 AM
From: gdichaz	Respond to of 54805

Mike: Thanks for clarification re RTW on wireless and Qualcomm. On the first part of the post, there is perhaps a need to be as careful and clear as possible on the role of "infrastructure" in gorillaness. Look forward to further discussion by you and Paul and others here on that. The method of delivery of the "product" is important certainly and can be a bottleneck. Governments do limit that ability. The clearest example is Europe's prevention of the use of CDMA in current mobile spectrum as approved by the EU. This is balanced by Korea's choice of CDMA. One of the factors to be considered is that there are a multiple of "infrastructures" worldwide. This diversity is a strength. The FCC in this country seems at times a hurdle to be overcome in some instances. Clearly there are more hurdles in the way of delivering Qualcomm's product to enterprises or customers than would be the case absent any government role at all. The key question then is does Qualcomm has sufficient means to deliver? Best. Cha2

To: Mike Buckley who wrote (51608)	6/2/2002 11:16:45 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

Mike, << You weren't hanging out around here in our earliest days when many of us concluded that the intervention by governments in the adoption of wireless technology, (whether capitalists, socialistis or communists) are significant enough to realize that while most principles of Gorilla Gaming apply, there are certain other important distinctions that don't. >> What is a socialistis? <g> I was one of those that wasn't hanging out here in the "earliest days", although I did come on board shortly after the Qualcomm capitulation to Ericsson, where Qualcomm gave up architectural control of 3GSM CDMA in return for an advantageous position (unique in the wireless industry) in royalty and licensing revenue based on an exceptional IP platform. I had of course made my own decision 4 months earlier to fold a 3 year old highly profitable wireless position (a Prince) for Qualcomm, based on Moore's principles. When I joined in the discussion here (April of 99), I caught up all posts from day one, but I can't exactly recall what thread sentiment existed that supported the statement "while most principles of Gorilla Gaming apply, there are certain other important distinctions that don't." Perhaps you could give me your recollections of those "important distinctions that don't." TIA, - Eric -