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Pastimes : The New Qualcomm - write what you like thread.
QCOM 174.80+0.3%Dec 5 9:30 AM EST

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To: duncan moyer who wrote (1312)12/29/1999 2:05:00 AM
From: Maurice Winn  Read Replies (1) of 12239
 
***China and CDMA*** biz.yahoo.com

Crikey, here comes China! It's like watching a herd of elephants getting ready to charge. Exciting, but scary - not that I've seen a herd of elephants getting ready to charge.

It seems that maybe I got my wish and it was a Chinese entree which Irwin Jacobs arranged with Kyocera rather than a boring 'big is beautiful' Nokia deal. Nokia can buy ASICs and get Qualcomm to help stick them in the board; hey presto, Nokia is happily in the CDMA business, at last.

Now there is going to be a bunch of Chinese CDMA handset makers and China is going hell for leather on CDMA leading directly and quickly to WWeb via HDR. China really does seem to be ready to get out of the ugly ugly ugly 20th century as fast as they can [in many respects anyway, though the grand 50th celebrations were VERY 20th century].

It seems that it was indeed third time lucky and the little boy who cried 'wolf' is finally right!

<Qiao Xing Universal Telephone Inc. (NasdaqNM:XING - news) said Tuesday the government of the Guangdong Province in China is reviewing its application to manufacture CDMA cellphones.

Qiao Xing, which is based in Huizhou City in Guangdong, also said it struck a preliminary agreement with a ``major Asian telecommunications firm' that makes and markets CDMA phones around the world, the company said in a statement. It did not disclose the name of the firm.
>

How important is battery life in China? I'd say it's no problem. With the MSM3100 and the 300 hours of standby time, it ceases to be an issue. Another year or three and there will be methanol fuel cell batteries and big, grunty WWeb devices will have weeks of battery life, topped up in seconds with a shot of methanol [or, if we are lucky, ethanol].

In India I suppose electricity supplies are more dodgy, but still okay where people will use cellphones. Again, methanol will solve that problem if the long battery life with new ASICs isn't good enough. Chemical energy is really easy to carry [in methanol form though H2 is a bit tricky]. Anyway, ordinary penlight batteries will be good enough where there's no on-line power supply.

Odd that Qualcomm dropped on the news. I guess that will be a temporary drop. Good grief, this is quite a lot of CDMA fun going into Y2K. New Zealand is still here and only two more sleeps until the big event.

So far, the Nasdaq isn't showing much fear of Y2K! Climbing a wall of worry? No worries?

Mqurice
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