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Technology Stocks : Nokia (NOK)
NOK 6.270-1.4%Dec 12 9:30 AM EST

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To: Puck who wrote (7656)10/18/2000 6:15:22 PM
From: JohnG  Read Replies (1) of 34857
 
Noky Poky gets zilch out of China Unicom CDMA expansion (rumor)
Johng

To: Ruffian who wrote (84024)
From: FaultLine
Wednesday, Oct 18, 2000 4:50 PM ET
Reply # of 84040

Five winners are determined for the CDMA deployment on the infrastructure side: ZTE, Lucent, Nortel,
Motorola, Samsung
=======
By: tryhard81 $$$$
Reply To: 67235 by joshuaboy Wednesday, 18 Oct 2000 at 4:37 PM EDT
Post # of 67239

Yes, right. Five winners are determined for the CDMA deployment on the infrastructure side: ZTE (a Chinese
domestic vendor, Lucent, Nortel, Motorola, Samsung). All these five have set up successful field trials for
CDMA in China, with live subscribers. All other might get only a small piece of the major contracts.

On the terminal side, ZTE, Samsung, LG, Motorola will the winners.

ZTE will get about 3 million subscribers volume contracts for the infrastructure, about 40 % of the terminals
for year 1. More for year 2 and 3...

LU, NT, Samsung, MOT will be fighting for the 70% of the infrastrcture. Koreans will be big on the terminal
side too. No US firms will get anything meaningful on the terminal side. For Ericsson CDMA division, little
chance. Its record is not that good at all.
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