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To: gdichaz who wrote (25621)	3/31/1999 8:20:00 AM
From: Jeff Vayda	Respond to of 152472

Pegaso Lines Up Credit For Mexican CDMA Buildout (Thanks to Phillips Telecom) Mexican PCS licensee Pegaso PCS has obtained a $100 million working capital facility for construction of its Mexican CDMA networks. The commitment comes from Qualcomm Inc. [QCOM], who we're pretty sure can afford it these days. Qualcomm spin-off Leap Wireless International Inc. [LWIN] is one of the owners of Pegaso, which launched service in Tijuana in February (see PCS WEEK, Feb. 17). Pegaso said its current commitments-$ 1.1 billion in debt, equity, and vendor financing-will give it all the capital it needs to build out its first phase networks covering Mexico's four largest markets: Tijuana, Mexico City, Guadalajara and Monterrey.

To: gdichaz who wrote (25621)	3/31/1999 8:26:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 152472

Isn't it likely that CE will be tweaked so that its "defects" are removed. ALl these ruminations aside I'd imagine that the PC guys will want to sell mini laptops running CE with built in wireless modems , a potentially gargantuan mkt. This same "machine" could also run the onboard computer in your dashboard for example...DMG

To: gdichaz who wrote (25621)	3/31/1999 9:31:00 AM
From: DanD	Read Replies (1) \| Respond to of 152472

I would not equate Cytrix and QCOM in any way. Citrix had a product that MSFT wanted and had the capability to develop themselves they "opted to lisence" instead of develop themselves. Sybase is another good example. They really got screwed when MSFT went there own way. CDMA is a chip technology that MSFT has no hope of duplicating or running with on there own they need a strategic partner very similar to the INTEL partnership. The danger lies in them being able to develop a better relationship with another wireless partner. This deal is good news it is also dangerous news. Q has to remain a leader in its core business. Continue to inovate and grow. That is what is important. The good news is MSFT is comming calling with oportunities. I suspect Intel and others to come a calling soon as well. Integrating wireless on a single chip is too big. CDMA is the future for the next few years. Q's job is to find the next future and lock their competition out like Intel has done. Dan D

To: gdichaz who wrote (25621)	3/31/1999 11:31:00 AM
From: Ingenious	Read Replies (1) \| Respond to of 152472

Windows is popular only because people have no choice. Yes, Microsoft is a monopoly on the desktop computer market. Like all monopolies, they are milking it for everything they can. For example, the price of a pc has dropped to as low as $300 yet microsoft still gets their $100 for the os. Pretty unreasonable considering Microsoft was also getting $100 when the computer was $3000!!!! And of course, as the computers get cheaper and sell more volume, microsoft keeps plugging away. <start of rant> Perhaps the most intuitive reason WinCe sucks is because it is part of the Microsoft "lock-in" your customers strategy. Although I can't be absolutely certain, I would venture that most of the bulk in WinCE is there to tie their desktop/server systems to WinCE (ie nt, windows 2000). WinCE is kinda like Congress; their primary job is make sure that you reelect them every year. After that is taken care of, maybe they will do their job (but probably not.) In short, WinCE is not and operating system, it is not an embedded system. Rather, it is a big hairball cluge designed to integrate with the rest of microsoft's software. <end of rant...>