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To: mmeggs who wrote (19930)	12/17/1998 3:12:00 PM
From: DaveMG	Read Replies (3) \| Respond to of 152472

Mmeggs...I don't know the answer but I wouldn't be at all surprised if cap ex were greater for a GSM carrier to move to CDMA2000 than the presently concocted WCDMA. This must be one of ERICYs selling points. Whether it has to be so I have no idea. This must be a crucial bone of contention, an area where QCOM may have to make concessions. To be viable, a new standard must attempt to preserve as much equipment and investment as possible without signifigantly degrading performance. I've been hoping that someone will show up on the thread and make some sort of cogent argument about this issue but it has yet to happen. I assume that Dr J, being the reasonable person that he seems to be, is not trying to ram something down everyone's throat that they just can not accept. NTT however is in a different situation though aren't they. They're starting from scratch. Presumeably they would like to build a "state of the art network". It's hard to believe that they'll settle for a weaker standard than CDMA2000. But what if the two standards are essentially equally powerful, give or take 5-10%. If your standard (WCDMA) were the global standard, you might be able to make up for a small deficiency in performance through greater economies of scale, through being able to sell your subscribers on the "standard". Irwin Jacobs was quoted in Business Week as saying something like .." if WCDMA is allowed to go forward as planned QCOM would lose it's economies of scale". CDMA2000 could face the same disadvantage in R&D vis a vis CDMA2000 that it has faced with GSM. Make any sense? Dave

To: mmeggs who wrote (19930)	12/17/1998 5:42:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

mmeggs - What, if any, is the advantage to a GSM operator in using W-CDMA rather than cdma2000. (Other than having the same equipment provider as the 2g system) Will cap ex be greater to use cdma2000 relative to W-CDMA? We've already discussed the performance/capacity issues. I doubt there are any significant cost advantages for a GSM operator upgrading to W-CDMA vs CDMA-2000, but their interest is probably more like Ericsson - it is more about seeing their competitors saddled with the same costs. The worst possible outcome for them is a unified CDMA standard that is backwards compatible to CDMAOne. The best is a single standard which is not backwards compatible to CDMAOne, and intermediate is two standards with the backwards compatible one being locked out of Europe and therefore without the benefits of scale. Clark