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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.80+0.3%Dec 5 9:30 AM EST
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To: foundation who wrote (84674)10/25/2000 10:53:53 AM
From: JohnG  Read Replies (1) of 152472
 
Benjamin. My Scenerio.
""According to the Information and Communication Ministry, which has the
responsibility of supervising the biding process, it will select three types of operators :
One that adopts a synchronous mode, another that adopts an asynchronous mode and
one more that can adopt either of the two modes."'

All three submit applications for asynchronous. Lg wins license for Asynchronous. And KT wins license for "either or" as it wishes. SK looses in W-CDMA contest with a stern warning from the government that it is in the dog house because it owns more than 50% of the subs. QCOM gives Korea a better royalty rate based on the China deal. Korea holds a contest for one synchronous license and SK wins it. KT hems and haws for a while and then decides to change its license to Synchronous to match SK's.

End result:
1) LG which is mainly an equipment company is in a position to take NTT's $$ and become a W-CDMA equipment star if it wants to -- but it could petition the govt to swithc to synchronous if W-CDMA falls through after China goes to CDMA.
2) SK and KT are firmly in the Synchronous family. SK could see its stock price hammered unless China adopts CDMA strongly before SK is "forced" to accept synchronous.

Why all this? The mysterious ways of the far east in action.
JohnG
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