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To: James Connolly who wrote (20112)	12/19/1998 4:54:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

To all: Summary of Important points and new information in Perry's Postings today. Perry please correct me if I missed something or if you have anything to add [Bracketed words added]: · While significant, I would not read too much into today's announcement [by NTT et al] other than a number of operators are getting worried, and well they should. NTT requires an ITU specification to get spectrum from the MPT[Japanese Regulator]; a delay is hurting them. They[NTT] are having real capacity problems. · We too want to work within the ITU process. · The water is rising on the island of GSM in the US and they have no one else to blame but themselves. I have no idea how they explain this to the investment community. · GSM customers will not have a growth path to 3G in the US. · Meanwhile cdmaOne evolution is progressing at a blistering pace. · CDG [is]working with the TIA to ensure the timely delivery of the 1xRTT(1.25 MHz channel). Look for this early in 1999, with trials very soon. · the CdmaOne will be high-speed wireless internet connection. We are micro-managing the progress on this one. It will be the future of wireless, 3G or not. · Do you really think this IPR issue is going to be ignored in the US. I can tell you Washington is all over this. . Keep an eye out for South America in 1999, we will make big gains. . IS 136 is already running into performance issues. . For the question on GSM. Remember that the total royalties for GSM are very high. The firms controlling the IPR can basically keep whomever they want out of the market. . the EU wanted cdmaOne kept out of Europe. I have letters from the EU DG13 head calling a meeting of GSM manufacturers (excluding American manufacturers) to get together to figure out how to keep IS95 cdma out of Europe. I gave the letters to everyone in Washington, Commerce, FCC, Executive Office, etc ( this was 18 months ago). It was obvious what they were doing. And they were doing it as they negotiated the free trade agreement. Everyone was up in arms but decided to see how it played out. They are still watching....this is not over yet! . [On China:] My meeting with the ministers indicates they believe the cdmaOne works well; we just need to get through some political issues-- and we will. . It is clear the vendor's [Ericsson] PR play last week of suggesting a different chip rate backfired. it left many analysts wondering if what they had been told before was untrue. We have proven that 4.096 will not work . As you can see from Nortel's comments last week, no one believes that 3.84 provides any advantage. It doesn't. Its very hard for even the staunchest W-CDMA backer to rationalize 3.68 vs. 3.84. . I am convinced that until we get beyond the "other side" trying to stop cdmaOne's progress, that we will not resolve this debate. I have been involved in this battle since day one, at least ten years now, and have seen every possible tactic used to slow cdmaOne down. It is not over yet. I am waiting for the next tactic. Note to Perry: In case you have not noticed There is an IN BOX in the upper left corner of the frame. You can access private and public messages to you by clicking on it

To: James Connolly who wrote (20112)	12/19/1998 5:07:00 PM
From: SKIP PAUL	Respond to of 152472

Samsung Electronics and Hutchison Telecom Australia Sign Contract for CDMA Systems Samsung recognized for its outstanding track record, technological strength and project execution capability. Hutchison Telecom Australia signs US$210 million supply contract for full CDMA system. Seoul, South Korea - December, 18, 1998 - Samsung Electronics Co., Ltd., officially announced that Samsung Electronics and Hutchison Telecom Australia have concluded a major deal for the delivery and installation of a CDMA Wireless communications system. Samsung Electronics and Hutchison Telecom Australia Ltd. have concluded a major deal for the delivery and installation of a CDMA wireless communications system. The approximately US$210 million contract was signed between Samsung Electronics Overseas Business Division Vice President Taek Hee Kim and the Hutchison Telecom Group Managing Director Khoo Chek Ngee at Hutchison Telecom's head office in Hong Kong on 12 December 1998. Construction of the system will be completed by March 2000, in time for the Sydney Summer Olympics, giving Samsung a chance to show off its technological prowess to the entire world. Samsung Electronics won out in an international tender held by Hutchison Telecom Australia to supply the full CDMA cellular communications system in Sydney and Melbourne, Australia. Samsung will also supply handsets and provide ongoing technical and maintenance support and additional equipment to expand the system for an eight year period following installation of the initial network. Samsung Electronics has been selected to be the Olympic Partner in the Wireless Equipment category for the 2000 Sydney Olympic Games. Samsung's supply of the CDMA system as well as 70,000 handsets will provide an opportunity to show off its technological sophistication. This contract with Hutchison Telecom also represents the first and largest single export of CDMA systems to an advanced market, and it will strengthen Samsung's status worldwide. Samsung's officials expect that it will pave the way for greater inroads into the growing American, China, Southeast Asia and Pacific Rim markets for CDMA systems. Barry Roberts-Thompson, Managing Director of Hutchison Telecom Australia, confirmed the selection of Samsung as the supplier for the CDMA network in Sydney and Melbourne. Mr. Roberts-Thompson said of the decision today: "The agreement with Samsung Electronics is a fantastic milestone in the development of Hutchison Telecom Australia's business. We already have more than 300,000 paging, cellular re-sale, Internet and wireless customers in Australia. The investment in our own CDMA infrastructure will provide the vehicle to further expand our customer base and provide new unique products and services in the wireless areas. We are fortunate to have signed Samsung as our technology partner. Samsung's credentials in CDMA infrastructure provision are impressive with involvement in four Korean networks supporting over 10 million CDMA subscribers. Samsung is regarded as a world leader in this technology and we will be using their expertise and project development capability to compete in the highly competitive environment in Australia."