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To: tero kuittinen who wrote (18296)	11/13/1998 12:45:00 PM
From: Gregg Powers	Read Replies (1) \| Respond to of 152472

Sure Tero: Don Warkentin is the ultimate unbiased source, as the head of the GSM Alliance. You, of course, are playing games with numbers since he is comparing the current subscriber run rate with third quarter of last year (when the aggregate base was diminutive). Why don't you post the absolute numbers...total CDMA, total TDMA and total GSM for Q3 1997 and Q3 of 1998 and let's evaluate the sea change that you are hyperbolizing about. Gregg

To: tero kuittinen who wrote (18296)	11/13/1998 2:35:00 PM
From: JScurci	Read Replies (2) \| Respond to of 152472

Tero, "The majesty of the free market in action..." I agree. It's nice to witness an unfettered free market in action. And this same free market now appears to be eating one of the leading U.S. GSM carrier's proverbial lunch. Omnipoint just reported a comparatively horrendous quarter with some Wall St analysts now questioning its long term viability. Note that in it's major markets Omnipoint is the sole GSM carrier.In the real world where the rubber meets the road, this leading GSM carrier is clearly struggling. Please explain. regards, John

To: tero kuittinen who wrote (18296)	2/8/1999 7:59:00 PM
From: Michael Allard	Read Replies (3) \| Respond to of 152472

Remeber this post from Tero? (Click the message number above to view original message) I quote ... (his post continues to the second line of +++++++) ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ "Confusion and distortions about the GSM subscriber growth news. Did not expect anything less. Gregg... I suspect you knew about this even when you claimed I'm inaccurate: Third Quarter Customer Total of 2.3 Million up 158 Percent from 1997; 'Every Minute, Three New GSM Customers Added in North America' BOSTON, Nov. 9 /PRNewswire/ -- In North America, customers continue to demonstrate overwhelming support for Global System for Mobile Communications(GSM) wireless phones. There are now more than 2.3 million customers in nearly 2,400 cities in 42 U.S. states, the District of Columbia, and four Canadian provinces, according to data released today by the North American GSM Alliance LLC. ''GSM's growth continues to outpace rival digital Personal Communications Service(PCS) technologies,'' said GSM Alliance Chairman Don Warkentin, Presidentand Chief Executive Officer of Aerial Communications. ''Our third quarter customer totals are up 158 percent rom the same period last year. Every minute, three new GSM customers are added in North America.'' **************************** I'm going to believe both the numbers (158%) and the contention (outpaces rival digital PCS technologies) since this is a usually reliable newssource. I might as well point out that this is the situation in the third quarter of 1998. This matters, because only now do we see the full impact of high volume sales of new Nokia GSM models. 3Q 1998 is the latest data point available to us. It may be true that CDMA grew faster than GSM in the first half of 1998... but this only means that it has been overtaken later on. The tide has turned. I find it hard to believe that something this newsworthy fails to generate any meaningful debate. What happened to the inherent superiority of CDMA? Do you realize that this means that the projctions of CDMA's increasing lead over GSM and TDMA in North America may be fundamentally flawed? This is a staggering development. We are witnessing the majesty of the free market system in action. American consumers are passing their judgement. They are telling us that handset performance may yet matter more than nationwide coverage or cheapest call rates. We should listen and adjust our investment decisions to reality... not try to make reality fit our investment decisions. It rarely works that way around. Interestingly, the new subscriber numbers of about half a dozen leading CDMA operators plunged by 20% - 50% in the 3Q of 1998 (Wall Street Journal). Sprint was the only CDMA operator showing subscriber growth above 10% of the companies featured in the WSJ article. So regional GSM operators show about 150% growth during this quarter... while regional CDMA operators swing violently into a contraction of new subscribers. Never mind the old numbers. The 3Q data shows us a sea change taking place in North American mobile telecom market. Tero +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ And today from CTIA: GSM North America Totaled nearly 3,000,000 users (as of Feb 8th?) - Added nearly 800,000 subs in Q4. They grew by 30% in Q4. CDMA North American Total was 6,800,000 at Dec 31st. Added 2,260,000 in Q4. Growth in Q4 of 50%. Let's talk about that sea of change.....