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To: waitwatchwander who wrote (2886)	4/6/2003 7:27:04 PM
From: Eric L	Respond to of 9255

Trevor, << You forgot to mention that by the time TIW had become what you call the "Great White Hope" of cdma 2000 in Europe they were already a basket case from all their soured telecom deals. Just like Mr. Dantas, TIW folks were interested in nothing more than wheelin' and dealin'. ... Also, since you bring up IMT-2000 in Korea, the other thing that one needs to consider in understanding the workings of TIW is their relationship with CDP Capital. Without those deep pockets, TIW was nothing. >> It wasn't that I had forgot to mention ... It was actually that I had lost track of these dudes. That is why I sincerely thanked you for posting the article elsewhere that I reposted here. I learned some things from the article that previously I was unaware of. TIW captured some press as a result of their potential involvement in the European IMT-2000 auctions in 2000. Qualcomm's powerful Washington lobby headed by Lieutenant General Brent Scowcroft, USAF (Ret.), and consisting of US Secretary of State Madeline Albright, Secretary of Trade Representative Charlene Barshefsky, Secretary of Commerce William Daley and FCC chairman William Kennard, had cleared the way for technologies other than 3GSM WCDMA (UMTS) to be employed in Europe's 3G IMT-2000 spectrum. TIW was a possible to bid for spectrum declaring for CDMA2000 as was the first user of cdmaOne IS-95, Hutchinsin Whampoa. At about the same time TIW captured more press as a potential contributor to saving some core IMT-2000 spectrum in Korea after the Korean government stepped in to mandate that at least one of the 3 licenses should go to someone willing to build out CDMA2000 in 2.1 GHz. I sort of lost track of them after that other than sexing references to Prague based ClearWave and their Czech subsidiary Cesky Mobil and MobiFon in Romania which appear to be flourishing. << WRT TIW in Europe, wasn't cdma 450 just TIW's way of attract a buyer for their illiquid Dolphin assets? >> It appeared so then and it appears so now. Qualcomm is easily stroked, unfortunately. << Doesn't it say something that no European operator was interested in outbidding Inquam and adding cheap Tetra assets to their stable? >> Of course it does. I am less familiar with how 450 MHz spectrum is regulated in France than I am in the UK but I do know that in the UK there are a batch of loosely regulated specialized services that occupy a relatively narrow frequency band. I think it should tell you something that "no European operator was interested in outbidding Inquam and adding cheap Tetra assets to their stable." It did me ... and as a Qualcomm investor I dug down on this considerably harder than most of the win bats that shoot off their mouths on the various wireless message boards. - Eric -

To: waitwatchwander who wrote (2886)	4/6/2003 7:49:14 PM
From: 49thMIMOMander	Read Replies (1) \| Respond to of 9255

<cheap Tetra assets to their stable?> CDMA 450?? Well, that seems a good place for one, two or three fingers?? Tetra is pretty good stuff, for professionals, but bless those amateurs trying to do a lapdance on those little and within those narrow waves. Ilmarinen From a nordic perspective, deep snow and reality outside the window, tough stuff, especially when it freezes before dropping. Help from Asian Siberia myhome.thrunet.com[Getz%20&%20Gilberto]So%20Danco%20Samba.mp3

To: waitwatchwander who wrote (2886)	4/7/2003 4:36:48 PM
From: Eric L	Read Replies (1) \| Respond to of 9255

Microcell's Fido (Bow! Wow!) Trevor, << Other than hope for GSM vendor consolidation, what keeps Fido alive? Isn't that just another drowning dolphin dressed up as a cute dog? >> What keeps any small nonincumbent wireless PCS carrier alive in these economic times? We are going to see a lot of continued M&A worldwide just like we did with financial institutions in the eighties and nineties. There is a rumour floating now about mmO2 and KPN which would be a biggie should it materialize. Unlike Dolphin, however, Microcell has a significant asset, in its national license for PCS spectrum in a band that is entirely dedicated to PCS as opposed to Dolphin which has a specialized radio license in a very narrow frequency band that is not dedicated to a particular implementation for a particular purpose and consequently has potential conflicts with a hodge podge of other wireless technologies, limiting the overall value of the spectrum. Given market conditions today, Microcell would be hard pressed to recapture their investment in network gear, site location, etc. However, their network gear does have real value. It is relatively new (post 96). It is reasonably well built out. It has been upgraded to GPRS. It includes the necessary IN accoutrements to accommodate international roaming, OTA provisioning and what have you. The technology employed (unlike TETRA) is by far the most popular in the world. Acquisition eventually? I would guess. On the cheap? Probably. It always was a cute dog. Too cute for me. <g> Best, - Eric -