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To: carranza2 who wrote (121000)	6/26/2002 5:37:30 PM
From: Maurice Winn	Respond to of 152472

But, but, but ... isn't W-CDMA also QUALCOMM property? I don't mind if they finally get their VW-40 into a real, commercial, popular product. That will be all grist to the Q-mill. But my point was that cdma2000 is BOOMING. Most people seem to think that telecommunications is doomed. Looking inside the market capitalisation of the Nasdaq shows the universe is NOT a homogenous morass of doom. The cdma2000 graph shows where the real action is taking place. Growth is enormous and the fun has just begun. Sprint and Verizon and Telecom and Au and others are just getting going. China is still figuring out how to get their CDMA network humming. Since that cdma2000 growth graph is spilling profits all over the map [not being developed by continuous money injection and losses until the money runs out] we are looking at a global telecommunications revolution underway. W-CDMA is struggling. Compare Au 3G growth to Doh!CoMo 3G growth and you'll see the true story. As Irwin used to say, that is NOT good for QUALCOMM. The VW40 was great for Nokia [and the GSM Guild] because it meant years of delay to CDMA development and continued vast profits from GSM sales. The GSM Guild can pat themselves on the back for fooling the world's telecom operators into thinking "W-CDMA will be here any minute now and will rule the world, so bid $100 billion for spectrum in Europe and meanwhile, keep right on buying GSM because 3GSM is coming. Hahahaahahaah!!! Suckers!!!" Oops, the maniacal laughter and suckers comment should be outside the quote marks. Mqurice

To: carranza2 who wrote (121000)	6/26/2002 6:15:07 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Carranza - C'mon, Mq, WCDMA has not been rolled out in any significant way. Of course, the graph will look tremendous to you if you support QCDMA. 3 years ago WCDMA was going to be everywhere by now, CDMA-2000 nowhere. But on the Qualcomm board we predicted that it wasn't technically ready. We predicted that CDMA-2000 would gain a huge early lead. This was far from an obvious prediction. Even if WCDMA hadn't happened it was by no means sure that CDMA-2000 would. KDDI was a surprise, China a little less, and Korea was actually thinking about avoiding CDMA-2000 altogether. So, the question is: do you believe the people who have followed through on most of their promises, or do you believe the people who can't seem to get even their short term predictions correct. For that reason (and the fact that whether CDMA-2000 wins the standards battle is partly a function of the lead they have built up by the time WCDMA becomes viable) is why the numbers are pertinent. All JMO - Clark