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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 151.59-0.4%Jan 30 9:30 AM EST
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To: Dennis Roth who wrote (169)7/3/2000 3:45:56 PM
From: foundation  Read Replies (2) of 197451
 
((("Remember what was said in this article just a few days ago, that whatever SK Telecom did the other two might go the other way.")))

Dennis -

I do recall - there are indeed politics being played among the Korean telcoms as well. And between the telcoms and the suppliers and QCOM.

I still believe it possible that the government will mandate CDMA 2000 as the exclusive standard. I believe it probable that the government will, at the very least, use its will to bend telcoms toward CDMA 2000. And I suspect KT Freetel is a lock. Again, I keep in mind those 50000 troops on that uncertain border.

But to the core issue - Do you view SK Telecom's and LG Telecom's possible conversion to wCDMA credible? In light of their existing CDMA systems - in light of wCDMA's uncertain (at best) fate and timetable?

In light of these considerations, it seems so irrational to me, that it seems like a (rather poor) bluff that they play now (and could continue, for that matter for years as wCDMA is "in progress") for leverage with suppliers and QCOM.

Does an actual conversion to wCDMA seem more rational and plausible to you?

regards,
blg
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