The New Qualcomm - a S&P500 company Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ramsey Su who wrote (10725)	5/25/2000 11:32:00 AM
From: howardhu	Read Replies (2) of 13582

Let's carefully consider the options China Unicom has, option#1: build/expand current GMS -> rebuild W(DS)-CDMA (2/3 years later) option#2: build CDMA 95B -> upgrade to CDMA1X ->add HDR/3X option#3: directly build CDMA1X (few months from now) -> add HDR/3X (later) option#4: directly build W-CDMA (wait 2/3 years from now) Most the people on the thread think either option#1 or #2. However, I think that #3 is the most likely at this time. The reasons are: (a) it costs less than #2 or #1. (b) timing is just right, the network equipment 1X is available (?) now, the MSM5000 chip will be shiping in June (?), the handset for 1X will be available by the end of the year (?). (c) put more pressure on US to pass the PNTR bill (for this short delay/wait). If this reasoning is true, the annoucement from china is going to depend on the roll of 1X. I think that IJ mentioned few months ago that china may go to 1X early than everyone else.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next