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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (6035)	10/5/2000 10:14:26 PM
From: Dealer	Read Replies (2) of 65232

QCOM--By: wirelessgoing (FROM RAGING BULL MGS BOARD) Reply To: None Thursday, 5 Oct 2000 at 6:32 PM EDT Post # of 64566 Just got back from China. Saw heated debates there on the wireless modes and standards for that country. It seems the government made its mind to go CDMA. Lots of Nokia/Ericy lobby there for the continuance of GSM only, but CDMA was given a lucrative chance to spread to the second largest China Unicom gate. The debate there is over now. People know CDMA are going big time. Was asked by Chinese about the shortage of wireless components/parts in the US and how that could impact the CDMA going there. Seems a big percentage CDMA components are shipped via Hong Kong into China from Korea and Japan, and then assembled inside China for handsets. Good design and looks for the CDMA handsets to be distributed within this month to provincial sales shops.

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