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Technology Stocks : Leap Wireless International (LWIN) -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (2331)	7/2/2002 3:27:07 PM
From: Pierre	Read Replies (1) \| Respond to of 2737

Audiovox stated that they have 250,000 9150 handsets (1x but no GPS) that they will be selling to PCS carriers that have more leeway when it comes to the FCC mandate. Are these phones usable to LWIN? I'm assuming your point is that a big component on LWIN's cost is going down due to pricing pressure on the vendors, but not sure. TIA. Pierre

To: slacker711 who wrote (2331)	7/2/2002 6:07:20 PM
From: pcstel	Respond to of 2737

Slacker.... Audiovox stated that they have 250,000 9150 handsets (1x but no GPS) that they will be selling to PCS carriers that have more leeway when it comes to the FCC mandate. gullfoss2.fcc.gov LWIN requests revised handset ALI compatibility as follows.. (Page 6 of 8) Introduce ALI handsets June 30, 2002 25% new activations June 30, 2003 50% of new activation October 30, 2002 100% of new activation March 31, 2004 That gives them about 11 months to sell non-ALI non 1-X phones to 100% of their new activations. 14 months to sell non-ALI non-1x phones to 75% of their new activations And 20 months to sell non-ALI non-1x phones to 50% of their new activations. Imagine the pricing pressure on non 1X/non-ALI -phones as they get cleared from inventories, and final production runs. Verizon and Sprint don't want them. the Koreans or KDDI don't want them. The component manufactues of these non-1X phones will be blowing out their inventories. I would love if they were buying 5170's for the next 2 years for $60 a piece. As a matter of fact.. Our friends at MetroPCS have realized that their "All 1XRTT" stratagy could be flawed due to A-GPS handset pricing. And the the initial cost of ALI eanbled 1X phones may be cost prohibitive to their buisiness model. gullfoss2.fcc.gov Page 5 of 12... The original Kyocera handset, which is not A-GPS capable, has worked well for MetroPCS. MetroPCS is currently testing a version of the Kyocera handset with A-GPS capability, and if the handset passes MetroPCS qualifications, a market trial is planned for the end of July 2002. Commercial launch would be based on Kyocera providing the new handsets at prices and quanities that make commercial sense. MetroPCS has also been testing an A-GPS capable handset from Sony/Ericsson. Again, based on successful qualification, a market trial is planned for mid-July 2002. If the market trial is successful,, and Sony/Ericsson can supply phones at a commercial acceptable price and quaniy , MetroPCS will launch the phone in time to meet the requested initial milestone of October 1, 2002. Excuse the typos.. Gotta Go! PCSTEL