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Technology Stocks : Smart Cards

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To: NickD who wrote (212)	3/27/2000 1:58:00 PM
From: Eric L	Read Replies (2) of 343

Nick, << main players in the SIM cards for China? >> Presumably all of the smart card manufacturers with a SIM product offer would play. This would include Gemplus, Schlumberger, Bull SCT, Orga, Oberthur, and G&D. I am under the impression that Gemplus has been particularly active with China Unicom for some years but probably the others have active involvement as well. I am not sure which of these companies have manufacturing capability for SIM cards in china, but I think several do. This will no doubt play a factor. Problem with above for us investors is that all the companies mentioned are either privately held or comparatively small divisions of large companies (or both). - Eric -

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