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To: Harvey Rosenkrantz who wrote (21108)	1/10/1999 8:51:00 PM
From: Ruffian	Respond to of 152472

Toyota & DDI<eom>

To: Harvey Rosenkrantz who wrote (21108)	1/10/1999 8:53:00 PM
From: stealthy	Read Replies (3) \| Respond to of 152472

All: Note at message # 2512 over on the Globalstar thread, Maurice is being queried regarding a specific development in dynamic p---ing which of course speaks to a topic he CANNOT ignore !!! So ....if he doesn't respond to THAT ONE soon, then we can begin to speculate anew on whether his recent silence may in fact be due to : Some inside knowledge of pending events, or That he is on vacation, or That he's blacked out from too much vino, or .............; ............ Stealthy

To: Harvey Rosenkrantz who wrote (21108)	1/11/1999 7:33:00 AM
From: Jules Shear	Read Replies (1) \| Respond to of 152472

Update on CDMA in Japan. I heard there were over 100,000 CDMA sales by DDI in December. DDI is a stand-alone, publicly traded telecom company while IDO has Toyota as a majority shareholder. IDO will launch CDMA in Tokyo, Nagano, and Nagoya around April. Right now, DDI is offering < 100 gram CDMA handsets for free. For comparison, I think Q-Phone is around 150 grams depending on battery. Churn has been a problem because Japanese customers enjoy 200 Hours of stand-by time on 70 gram PDC phone with only 3.6V 600 milliamp battery whereby similar CDMA phone with same battery is only delivering about 40 hours of stand-by. In Japan, about 50+% of voice traffic is incoming calls so stand-by time is more important than in US because it is a pedestrian market (i.e., cigarette lighter adapters not relevant) DDI and IDO have/will spent/spend around $4 billion on CDMA build-out to defend themselves against Do-Co-Mo. They will be aggressive in 1999 selling CDMA which should bode well for QCOM royalties and ASIC sales. However, DSPC is supplying most (not all) Japanese suppliers with chips (including CDMA) Does anyone know if they have made their own chipset (and paying only royalties) or are they using some version of the MSM? This info could really impact QCOM's sales into Japan because Kyocera (DDI affiliated company) is really a big DSPC customer.