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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: peter wolff who wrote (8923)10/18/2000 10:34:00 AM
From: slacker711  Read Replies (3) of 12823
 
will china's recent agreement to support cdma help mot, or will the benefit be mainly linked to qualcomm?

China is attempting to build up the internal manufacturing base to provide CDMA equipment....Qualcomm has been working with a variety of Chinese companies to help them provides handsets/infrastructure.

Nonetheless, I would be surprised if the initial orders didnt go to LU/MOT/Samsung (ERICY/NT are probably outside shots). Unicom is talking about building a 10m sub network in the next 9 months. Unicom has a press conference scheduled for tomorrow....I dont know if they will handing out contracts or not.

biz.yahoo.com

Also Sawtek announced this morning that they had received a large order of CDMA filters from a "from one of the world's leading manufacturers of infrastructure equipment" for a Chinese roll-out. If you know who Sawtek's major customers were you might be able to figure out who got the order....

biz.yahoo.com

Slacker
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