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To: Clarksterh who wrote (25420)	3/28/1999 5:30:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 152472

PS It is somewhat curious that people think that Ericsson is now on the side of the angels. They are still almost the same company they were a year ago. Very sneaky then, very sneaky now. No question about it. It was either never true or it's still true.I'll choose the latter. But Mq's argument makes sense. NTT has a problem. They want to get going.If WCDMA isn't closer to reality than we've been led to believe, then they've got a long wait ahead of them, a wait for something which hasn't been demonstrated superior, an expensive wait because they'll have to spend a bunch of money to get all this new stuff to work, all for what? People like Tero have ranted on about NTT's size but don't forget who the backers of IDI/DDO are..not lightweights. And isn't Japan supposed to be a consensus building society. ANd as Mq said, if you build a new network which is incompatible with everything else on the planet then you can't roam anywhere without spending xtra money on complicated handsets, although I suppose one can say that was the case with IS95 and it's somehow survived. WCDMA is GOING TO HAVE TO BE DEMONSATRBLY SUPERIOR SOON IN ORDER TO SURVIVE AS AN INCOMPATIBLE AND CREDIBLE ALTERNATIVE. We've been told in many ways that the ball is in the operators hands at this point, NOT Ericssons. I don't believe Dr Jacobs would have stepped aside if he was still worried that IS95 would be isolated/stranded by wCDMA... dave

To: Clarksterh who wrote (25420)	3/28/1999 5:39:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

Clark, we have a difference of opinion on which way things will go. I don't think ERICY is going to abandon its current businesses but I think they are going to work hard to compete in the faster growing CDMAone business as well. ERICY will have a lead over everyone else in CDMAone. They would be foolish not to capitalize on it.

To: Clarksterh who wrote (25420)	3/29/1999 12:03:00 PM
From: bananawind	Read Replies (2) \| Respond to of 152472

Clark, you said They cannot push CDMAOne now. By their own admission they aren't going to have phones until next year and it is a virtual certainty that their first model will have big problems. They are undoubtedly aware of this. The same is true of infrastructure. Have to disagree here. They won't have cdmaOne phones until next year because they did not buy (nor do they currently have) a cdma handset manufacturing operation. But they did buy an excellent infrastructure business with real products, as well as real sales, engineering, and manufacturing staff. Why can they not be selling cdmaOne infrastructure to the Chinese, say, on day one after the deal closes? Also, Irwin was quite firm in stating that he expects Ericsson to greatly expand cdma's reach and to pursue the business aggressively. He has been a straight shooter from day one, so why not take him at his word? I know the battle cdma supporters endured has been tortuous and Ericy's behavior often odious at best, but your search for a negative in this deal seems a bit overdone. The war is over. We won. Best regards, Jim