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To: Mika Kukkanen who wrote (20927)	1/7/1999 11:09:00 AM
From: Sawtooth	Respond to of 152472

Most recent hardcopy of Red Herring has interesting section on world-wide consolidation in wireless comm's industry. Bottom-line: U.S. companies will drive world-wide changes and garner the vast majority of sales dollars. Should be available free online in a few weeks. ...Tim

To: Mika Kukkanen who wrote (20927)	1/7/1999 2:31:00 PM
From: bananawind	Read Replies (1) \| Respond to of 152472

Mika, Thanks for posting the Yankee Group report [which is definitely NOT OT]. By the way, the figures in exhibit 7 show cdma growing faster in the 3rd quarter than TDMA or GSM (35%,25%,and 15%,respectively). This contrasts sharply with Tero's prior claims. Regards, Jim

To: Mika Kukkanen who wrote (20927)	1/8/1999 10:00:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

One tidbit from that LONG thing that I wanted to point out to those who "recoiled in horror" upon seeing the length of the text. Landline Displacement Becoming a Reality Landline displacement stories are becoming more than an occasional anecdote, as these roam- and long-distance-free price plans compare quite favorably to some pay phone, calling card, and even landline intraLATA long-distance rates, especially considering the added convenience of mobility. The Yankee Group believes displacement from wireline to wireless begins to occur when the wireless to wireline price ratio is 3-to-1 or less. This has been shown in countries such as Israel, Japan (PHS), and some Scandinavian wireless markets. The Yankee Group defines this ratio as the wireless premium. Jon.