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To: Ruffian who wrote (18247)	11/12/1998 9:18:00 AM
From: Rajala	Read Replies (2) \| Respond to of 152472

More China and others: Warburg Dillon Read report in their Global Telebits (October 26.)that Great Wall CDMA1 development in China has been frozen. Reason: the C-C-F foreign investment model has been discredited. Furthermore, they report that "we believe the world wide CDMA infrastructure will be flat to down in 1999. In addition we believe pricing for CDMA infrastructure equipment is under pressure because of the prospect of a flat market in 1999 and Nortel's attempt to improve wireless sales." So infra business does not look good, but perhaps that will give some price advantage for CDMA1 over GSM. Talking about prices the same report says that Nokia is increasing its mobile prices some 5% because of good demand (no doubt we'll hear more about this if Tero spots the news). And the same report says MOT might come under heavy pressure if Airtouch decides to swap-out the MOT equipment in LA to Nortel or Lucent. Last but not least: Mqurice, are you there, the report says that "perhaps" NZ is one of the remaining greenfield opportunities for CDMA1! As I predicted "never", will I be proven wrong? (will I lose my position as the most trusted guy on this thread??) The other opportunities for 1998 and 1999 (without the "perhaps") are Australia, Brazil and Argentina. - rajala