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To: bananawind who wrote (22560)	2/5/1999 5:05:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

GSM sales in the face of WWeb Jim I reckon GSM sales would continue largely unchecked. The GSM sales are to existing networks - nearly all of them anyway. The big contracts are expansions of networks. They'll make good money over the next few years before WWeb gets to be big time. They'll have to be overlaid with WWeb anyway. They won't just drop it all and go to cdmaOne now, simply because the new bits of network would be compatible with WWeb. The detailed economics of each case and expected sales will determine when the change to cdmaOne and WWeb takes place. But the decision on 3G be a major watershed. The decision early in 1998 that CDMA would be the 3G model was big enough, but the actual decision on the standard will be bigger and make it seem more immediate. Mqurice