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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 162.80

-1.1%

12:28 PM EST

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To: foundation who wrote (8394)	3/10/2001 12:36:28 PM
From: Ramsey Su	Read Replies (2) of 197218

Ben, my effort to sucker Laodeng into yet another huge translation job failed. Trying to count on other such as the lazylaker is hopeless. Anyway, David T did a good job highlighting the essence of the article. Message 15478170 I just want to add a few comments: Sulpizio, at last qtr earnings release, responded to a question about China. He said something like he felt sorry for China, being bombarded from all sides as to which technology is best suited for China. Secondly, many opined that China was playing games since the historic signing with QCOM now over a year ago. Those of us with weak stomachs had a tough time with the China on again off again news that made QCOM swing like a see-saw. This article finally puts much of the speculation to rest. It appears that China Unicom has been far more objective and pragmatic in analyzing the options than its global counterparts, be it the Europeans, the US or the neighboring Koreans. I cannot find any flaws in Unicom's decision to use IS95a. It is the cheapest alternative to serve the overwhelming majority of the people. Now if you combined this article with the other long one that Laodeng just translated, one has to wonder about what that poster from yahoo, tryharder(?), "predicted" months ago, regarding China Mobile. If China applies the same analysis, and if Chinese domestic manufacturers are successful in capturing the lions share of the CDMA contracts, then why would China go WCDMA? What an exciting couple of weeks for QCOM. It is too bad that market condition was such a drag. Ramsey

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