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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Percival 917 who wrote (27376)	7/7/2000 7:47:58 AM
From: gdichaz	Read Replies (1) of 54805

CDMA in Korea (a repeat of my post on the "Moderated" thread for those here who don't use it for info, and for those who might be interested - suggest others skip) Cha2 here - Chaz there and elsewhere To: William Hunt who wrote (365) From: gdichaz Friday, Jul 7, 2000 7:02 AM ET Reply # of 372 If it were possible to look at the games being played in Korea from afar, (with the active help for one player on the part of Bloomberg and Dow Jones), head shaking would be the minimum reaction. (Stock market manipulation based on causing confusion or at least fog, might be a more accurate but probably unprovable motive) The fog is so thick that this makes the situation re China a month or so ago look like childsplay. In the fog though a few things seem to be actual. Samsung has announced that operators will be using CDMA2000 1X (called IS-95C in Korea) in current spectrum starting this October. Samsung has also announced the opportunity for speeds of 5Mbps in current spectrum with the opportunity for 15Mbps in new spectrum in the second half of next year (2001). In contrast LGIC has announced W-CDMA for 384kbps-2Mbps "in 2002" i.e. the year after. Note: the same as HDR. So the carriers are moving to CDMA2000 in current spectrum this year and are saying they will choose "WCDMA" for the new spectrum. The alleged choice of "WCDMA" is based upon the promises of LGIC apparently: (from William Hunt's post just before this) "According to the company, the testing included interoperability with the current second-generation mobile communication system and there should be no problem in roaming between the cdmaOne-based 2G and W-CDMA-based 3G." So the question is, what is "WCDMA"? Convergence seems to be near. Is "WCDMA" a modified CDMA2000? Will the operators actually choose a technology which is a year late (at least) and doesn't even exist yet (that of LGIC) vs Samsung's which will be much faster and available a year sooner? All this as they are rolling out CDMA2000 (first phase) or 1X (called IS-95C in Korea), four months from now? Assume Qualcomm stock price will take a major hit on Bloomberg and Dow Jones reporting (based on information of last week - not today), but that is the pattern of the China reporting so why should we be surprised? Perhaps the reports will even turn out to be true. No way to know, but perhaps the exercise of logic and a careful reading of Samsung's announcement are called for. One special note, is "WCDMA" in Korea a "name - in this case a set of initials" for a modification of CDMA2000 ? Enquiring minds would like to know. It is amazing that the US media seem unable to tell us what is real. Best. Chaz

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