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To: Eric L who wrote (3983)	6/20/2006 2:29:46 PM
From: elmatador	Read Replies (2) \| Respond to of 9255

I expect a growth participation of SINOK in the Middle East/Africa scramble. Many Ericsson deals there at the moment.

To: Eric L who wrote (3983)	6/22/2006 6:18:04 AM
From: barty	Respond to of 9255

EricL. just a thought. These numbers for WCDMA share look a little strange to me, particularly "other" at 23%. NEC and Huawei were not that big, and most of the NEC business was primed by Siemens anyway.

To: Eric L who wrote (3983)	6/22/2006 7:59:36 AM
From: elmatador	Read Replies (1) \| Respond to of 9255

GSM/WCDMA duopoly and how the field remains: ALA/LU, Huawei, ZTE, NT, MOT, NEC. Question is: How those, out of the duopoly, will be paired? There is very little infrastructure to be build. Note that Siemens/Nokia is just the second merge after ALA/LU. More must to come. A likely pairing: a Chinese plus a western. One pair ALA/LU plus a Chinese could be possible but it will take time to merge ALA/LU. A MOT Chinese pair not likely because of nationalistic concerns in the US since MOT does defense business. Remaining possibilities: NT pairing with the Chinese. MOT pairing with NT