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To: Gregg Powers who wrote (13244)	8/3/1998 12:45:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 152472

Gregg, What Tero believes but isn't saying this time although he has said it before, is that somehow ERICY/NOKIA/NTTDoCo will find a way around Q IPR, manage to make it irrelevant to 3G systems, or force some sort of licensing deal down Q's throat that will be such an advantage to the existing GSM suppliers and operators that IS95 will simply die on the vine. This faith in the omnipotence of his Heros leaves his otherwise good arguments somewhat wanting because he has never managed to explain how they will do this.. dave

To: Gregg Powers who wrote (13244)	8/3/1998 12:53:00 PM
From: tero kuittinen	Read Replies (3) \| Respond to of 152472

I'm not sure how it matters how GSM got into its current position in China. Bill Gates' mother apparently landed him the meeting with IBM executives that led to Microsoft's OS dominance. All the hand-wringing and second-guessing in the world haven't made one dent in the following success. Plenty of better operating systems have claimed superiority... none were able to overcome the market preference for one dominant standard. Are people in this thread really happy with the future where the US market is split between GSM, TDMA and CDMA? Is this really what Qualcomm proponents told us would happen back in 1996? I would contend that there are plenty of people who are surprised by the vigor of GSM and TDMA in America. As long as GSM and TDMA are strong in USA they dictate the pricing of CDMA phones. If CDMA manufacturers try to jack up prices, consumers will flock to competing standards. And this is a game Qualcomm can't win. It is a regional manufacturer, while Nokia is equally strong in China, Europe and USA. The gory downfall of European regional PC manufacturers showed us what happens to companies that cannot compete globally. The economic justifications for large-scale manufacturing are self-evident. Bigger R&D expenditure, lower unit costs, higher profit margins. Last quarter results were a school example. Qualcomm makes money by licensing, selling handsets, selling infrastructure and being an operator. Plenty of people seem to contend that wearing four hats is a benefit. In the past, companies engaging in this sort of strategy have been punished. Qualcomm's role as both the gatekeeper of IS-95 technology and a handset manufacturer has turned off plenty of companies, which have put the majority of their R&D expenditure into GSM and TDMA standards. The strategic benefit GSM derives from this is obvious. It's not too late, Gregg... denounce the dark side and join us... may the force be with you, Tero

To: Gregg Powers who wrote (13244)	8/3/1998 4:46:00 PM
From: straight life	Read Replies (1) \| Respond to of 152472

"...ATT runs a TDMA business, and it runs it well. Witness the great call pricing plan and the use of Nokia 6100 line-up as the core of its new ad attack...." Take this Tero; Sprint PCS has fired a powerful salvo against ATT Wireless; $16.99 a month gets you 100 minutes good anytime, no annual contracts, includes caller ID, 3-way calling, call waiting, call forwarding (voice mail $4.99 extra). And, when I called, I was told the Q 1920 was $149.99: minus a $50 rebate, $99. I'm going for it! Anybody know how the Q 1920 stacks up against the QCP 2700 (other than QCP 2700 is dual band, & $50 more) ps- Sprint PCS pricing on service good to Aug 9

To: Gregg Powers who wrote (13244)	8/3/1998 7:21:00 PM
From: limtex	Read Replies (2) \| Respond to of 152472

Gregg, Sorry to be a bit miserable but I hope you can tell me that what I seem to be seeing is totally wrong. I posted this in reply to an AOL post. Its quite clear that we're about to have another dose of Japan and this time by far the worst so far and now they have a finance minister that " can take on the West" as if we are at war with them again. With an attitude like that the market is not going to be atractive for the forseable future. And that is the point. How many of us are prepared to sit back as day after day our net worth evaporates at an ever increasing rate. And sooner or later there is going to be a Big Bad Day and on that day many will not have enough left to get out. The reality hard as it is is to bit the bullet and get out with everything you have left now and maybe come back in two or three years time if Asia has sorted itself out and Mr Greenspan has finished teasing everyone about putting up interest rates. Sorry to be so blunt but its what I'm trying to force myself to do!!! Regards, L