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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!
QCOM 180.72-0.1%9:30 AM EST

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To: Ramsey Su who wrote (64)5/11/2001 5:10:21 AM
From: Maurice Winn   of 1819
 
Ramsey, do you remember when you would hassle me about political content, as though politics had nothing to do with CDMA and I used to argue that of course politics and CDMA were almost synonymous?

Well, just to bring things up to date

<To:Craig Schilling who started this subject
From: S100 Thursday, May 10, 2001 11:36 AM
Respond to of 99002

Jiang gives heart CDMA wait will soon be over
Thursday, May 10, 2001
BEN KWOK and REUTERS

Contracts between China Unicom and several CDMA (code division multiple access) handset or infrastructure suppliers will be signed in coming weeks, according to Qualcomm chairman Irwin Jacobs.
He said he had heard encouraging words from President Jiang Zemin in Hong Kong this week.

"President Jiang ... did actually mention CDMA specifically, saying that was another way of introducing competition in China," Mr Jacobs told Reuters.

"So, [Mr Jiang] obviously is still thinking in terms that relations will in fact smooth out."

Several major telecommunications equipment providers, including United States-based Lucent Technologies and Motorola, were notified of the award of contracts at the end of last month, but the signings were delayed without explanation.

"I suspect that there is some correlation between the timing of the signing of the contracts and this increase in tension," Mr Jacobs said, referring to the US spy-plane crisis and diplomatic tensions between the US and China.

"It is in the mutual best interest of both countries to work together."

He warned any flare-up in Sino-US relations "could affect the ability to move ahead".

These relations had an impact on his US-based company, which had licensed CDMA technology to China, Mr Jacobs said.

He said China Unicom had planned to adopt the CDMA technology for its 13.3 million subscribers. Contracts to supply the relevant CDMA handsets and other equipment will be awarded to 13 suppliers from both multinational and Sino-foreign joint ventures.

An official at Lucent Technologies' Hong Kong office said it was still negotiating with China Unicom on the potential sale of CDMA mobile network equipment.

A spokesman for Ericsson confirmed it had received notice from China Unicom that it had won part of the CDMA procurement deal.

technology.scmp.com
>

There seems to be all the politics in the world on the China syndrome and CDMA. We have Georgie Bush, Bill Clinton, Jiang Zemin, Zhu Rongji, Condoleezza Rice, Colin Powell all knowing about CDMA and that China is using it as a political football.

It is a LOT of fun!

I bet you didn't think [in April 1996] that one day Irwin, Jiang and Bill would all be hanging out at a CDMA conference [okay, it was a bit more than that, but CDMA is the hot topic].

Well, it happened! I really didn't think it would take until now to get CDMA into China in quantity. I thought GSM would be getting buried by CDMA by now.

Now, we wait to see if China will indeed be the biggest CDMA market as per the headwaters of this stream.

Smugly and politically,
Mqurice
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