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To: Michael Allard who wrote (22695)	2/8/1999 8:27:00 PM
From: Maurice Winn	Respond to of 152472

Spectrum Auction New Zealand 29 March. There should be a lot of competition. I'm hoping for several cdmaOne networks in Auckland with the first of them up and running as early as the end of the year. moc.govt.nz There is a LOT of spectrum on sale. What a big heap of news from Q! today. Have to go read it all now. Globalstar too - about to launch. It's fun to see the 'sell in the $50s - buy in the $40s' crowd getting nervous about having ditched their stock prematurely. Little Chickens will be worrying about the sky falling even as Q! soars past $70. This must be what they mean by climbing a wall of worry. Mqurice PS: Michael, with posts like yours and the earlier one listing Tero's errors I'm surprised Jim Lurgio thinks Tero such a hot-shot prognosticator. With the MSM3100 and something like 300 hours standby together with all that complex functionality, it seems that the GSM handset advantage is rapidly dwindling to nothing. Throw in the network advantages of cdmaOne/cdma2000 and it seems that GSM will rapidly be on the way out. No sooner was the MSM3000 selling than the MSM3100 was being prepared for sale. These are not long product cycles. It seems that Q! can move as quickly as Nokia - well, faster if you consider how long Nokia has been working on CDMA and their results in handsets so far. Ericy has been working on CDMA for decades and they STILL can't decide whether they should use a 4 Kilowatt chip rate with concatenated convulsions or turbo-powered 3.84666 Mark Of The Beast models. Looks as though the fear of many ASIC competitors wasn't too dire. Mqurice

To: Michael Allard who wrote (22695)	2/8/1999 8:46:00 PM
From: marginmike	Read Replies (2) \| Respond to of 152472

Why bother fighting with him. He is biased and UN-objective. His views are useless noise and should be ignored. Mike Kuka(whatever his name is)and Dave are whole harted devils advocates. They admit when they are wrong and are trying to have a nice argument. Tero is a propagandist. I wonder what he think's of the 300 hours standby of new CDMA phones? Qcom is about to clean Nokia's handset making butt's and we will prosper because of it. I said three week's ago to TERO that NOKIA would be in trouble when Ericy and MOT got their business model's in order. Apparently Wall Street agrees with me(not that they are not a bunch of pinheads too). The fact is Nokia is a questianable investement in the medium to long term, and is trading at a PE that is unsustainable. Meanwhille Tero in his TSC article is telling people to buy Nokia at these lofty level's, and that Ericy is going down fast. He is a dangerous stock analyst!