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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (27905)	7/14/2000 7:24:35 AM
From: gdichaz	Read Replies (1) of 54805

DS: China and CDMA in a nutshell (clues from Korea and Taiwan)- from The Rich Janitor: To: Craig Schilling who started this subject From: Ruffian Friday, Jul 14, 2000 1:19 AM ET Respond to Post # 76595 of 76608 Writing is on the wall by: The_Rich_Janitor 7/14/00 12:53 am Msg: 242755 of 242760 Asian wireless will be shaped by China. Two largest influences on China are Korea (technology) and Taiwan (manufacturing). Korea is 100% CDMA2000. They are the world leaders and will not give up that position and leverage by adopting WCDMA (no matter what the politics indicate). With every new Taiwanese QCOM license, more light is shed on the true picture. China is going to QCOM's standard. Everyone in Taiwan and Korea know it. Why do you think Taiwanese are scooping up manufacturing licenses? There may still be fans in the stadium, but the game is over, imo. TRJ

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