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To: DaveMG who wrote (20240)	12/22/1998 10:15:00 AM
From: DaveMG	Respond to of 152472

Price to 99 Consensus on some of our "Favorite" stocks: RMBS=250 KLAC=102 AMAT=69 CSCO=64 MSFT=60 LU=49 KO=41 ASND=38 NVLS=36 COMS=34 NOKA=32 SUNW=30 MOT=30 GE=30 INTC=29 ERICY=21 QCOM=20 T=18 MER=17 C=14.5 Q and ERICY in the same boat. Has QCOM pre-announced too? What we need is a nice contract in Myanmar... Funny thing is Q still has a relative strength of 71% which tells you how badly most stocks are actually doing. Dave

To: DaveMG who wrote (20240)	12/22/1998 10:41:00 AM
From: gdichaz	Respond to of 152472

To DaveMG: Good questions. Others know more than I do no doubt, but here is a first cut. NTT is old and hidebound. It faces upstarts who are rolling out cdmaOne in Japan - and building up steam. Hence it needs a new technology badly and fast. The NTT preference is to go with the Europeans (who are also old style ex monopolists - or act that way). More comfortable with the ancien regime types. So hope for WCDMA as way to be in bed with Europe and to compete within Japan against cdmaone rollout. Now NTT is beginning to worry big time. Cheers. Will try to deal with China separately. Chaz

To: DaveMG who wrote (20240)	12/22/1998 10:55:00 AM
From: limtex	Respond to of 152472

DMG - Why would the Japanese and the Chinese go with GSM? Why does water go uphill from time to time? Because it gets paid to go uphill. I said before that NOK.A and ERICY will do and will get their Governments to anything and everything they have to do in order to win and defeat the Q....anything and everything. The Q has a real fight on its hands. The stakes for NOK.A and ERICY are for keeps. Regards, L

To: DaveMG who wrote (20240)	12/22/1998 11:06:00 AM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

DaveMG - why NTT would want to go with WCDMA at all. They are not burdened by any TDMA infrastructure. Actually NTT does operate a TDMA network, it is just PHS instead of GSM or IS-136 (US-TDMA). But I don't really understand your question. What hybrid network do you think they want to install? Is it that you believe that they want to install GSM? If so, I don't think that is true; they intend to move directly from PHS to 3g. Clark

To: DaveMG who wrote (20240)	12/22/1998 12:28:00 PM
From: Ramus	Respond to of 152472

Dave, You've got me. The TDMA side offers half the spectral efficiency of the CDMA side and there just seems to be no reason for it. Unless NTT DoCoMO needed it for spectrum sharing purposes for some weird reason.....which again is absurd because the spectrum will be greenfield. I suppose they are doing it to be compatible, after a fashion, with the rest of the W-CDMA world. Besides if they didn't have the TDMA mode they would be strikingly similar to CDMA-2000. As for China it makes even less sense except in the case where they have GSM....but even then... Walt