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To: gdichaz who wrote (12473)	7/16/1998 3:07:00 PM
From: Jeff Vayda	Read Replies (1) \| Respond to of 152472

gdichaz: Tero is completely correct. Nokia is eating Q*'s lunch. Various styles and variations are required in a mature technology to differentiate one manufacturer from another. IMO Tero is talking public perception. In a market where everyone's infrastructure is the same, what counts is style, size and selection. It is an apples and oranges thing. When you only have apples to choose from, you go with the most appealing apple. In the US and developing world, the companies have to look at wide range of factors effecting profitability. System buildout, capacity, expandability, handsets and on and on. It is clear the world that can choose between apples and oranges, is choosing oranges. (forgive my Florida bent) Tero likes to pick China as an example of the battle being over. I would suggest that during the past few years during the GSM base installation, that the political and trade climate favored GSM. Now that the centralized economy is opening up, it is less likely that any one person can control the technology keys into China. CDMA is behind today and will be for sometime. But the companies will install CDMA and GSM will be surpassed. The phone buying public will notice only when apples and oranges are placed side by side in the market place. I think they will choose the oranges. Jeff Vayda

To: gdichaz who wrote (12473)	7/16/1998 3:39:00 PM
From: Daniel Osborne	Respond to of 152472

Hello QCOM Posters: I'd like to convey an unhappy experience I had with my CDMA service provider, which concerns me, both as a consumer, and as a shareholder of Qualcomm stock. Last week, I purchased a Qualcomm 2700 dual mode phone from a large chain store with a very well known service provider. When I called to establish my service, I was prepared to sign up for the $29.99 package, which offered 90 free minutes per month. The service rep informed me that the $29 plan offered 120 monthly minutes, plus 500 free evening/weekend minutes. Satisfied, though misguided, I accepted the plan. However, I later found out that the plan that I verbally agreed to was not the plan I received. Another rep (and her supervisor)told me the my agreement invalid, and the terms I thought were agreed upon would not be honored by the service provider. The poor service I received and the lack of regard for a verbal contract made me want to cancel my plan and return my phone. I would have done so in a second if I hadn't felt an attachment for my Qualcomm phone! Some suggestions, please. Can I change CDMA service providers, using my own phone? Or is this a fight I cannot win. P.S. My local store told me that they were selling 10 Qualcomms per day, for what its worth. Dan

To: gdichaz who wrote (12473)	7/16/1998 5:23:00 PM
From: JMD	Respond to of 152472

chaz, I suspect the lack of response is due to this being a well banged drum. Gregg Powers, among others, has frequently referenced the characteristics of CDMA wins which essentially boils down to this: when you have a country with Virgin territory (no previously installed wireless infrastructure base), CDMA whups GSM the vast majority of the time. Naturally the engineers don't like words like Virgin so they've come up with some really clever stuff like 'greenfield installations' to obfuscate at which they typically succeed admirably. Anyway, the good guys are kickin' booty in countries which lack the heavy hand of the evil empire, so yes, we're flying high in South America, fairly significant chunks of Asia, now Mexico, and Maurice evidently bamboozled the Aussies into going along for the ride. And lest we forget, we've evidently nailed the Congo and certain islands known only to doug's yacht. Which leaves China--yikes!! There the picture is much more murky as the evil ones have been actively greasing the skids for many, many years while the San Diego dream team just kinda blew into town last week, so to speak. The Chinese appear to be handling the situation adroitly, playing off one against the other, neither side can declare victory or defeat. China for Qualcomm is, IMO, somewhere north of crucial. Europe depends on Vodaphone and as Dr. Jacobs said in his recent interview: "we would like to install the CDMA air interface over the existing GSM install base". This is approximately the equivalent of Surfer Mike saying "he would like to be on a desert island with Jamie Lee Curtis for the next decade". Dr. Jacobs would not "like" to install CDMA in Europe, he would kill, loot, pillage, and sell his first born to do so. The day that happens is the day Tero O.D.'s on sardines, Maurice exhuasts the entirely Sherry supply of New Zealand, and Jamie and I blast off for Mauritius. I mean we're talking happy days big time. So hang in there Chaz--we're dinging 'em left and right but about 1/2 the world is chatting away on GSM and that's one hell of a headstart. I figure year 2000 and we'll be going to Disneyland. Best regards, Mike Doyle