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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 163.47-0.6%10:27 AM EST
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To: kech who wrote (30149)12/17/2002 10:21:19 AM
From: Ramsey Su  Read Replies (2) of 197217
 
Tom,

in my opinion, it is very significant though I need to think this through. The original article appeared a few days ago and was too long for me to translate. I did link it to a few here and babblefish apparently made no sense in this case.

Anyway. In no particular order, these are my thoughts:

China Netcom and China Telecom are almost certainly going to be receiving 3G spectrum sometime in the future. All we know is MII regime is changing next March so it is unlikely to be awarded before March. The current "official guess" is 2004 but I place no weight on that.

In the mean time, xiaolingtong (little smart) has 10 million subs and growing. That is some type of a TDMA based PAS with no migration path. Clearly, there is no reason for Telecom and Netcom to be pouring more money into that sink hole.

Now if Telecom or/and Netcom choose to replace this PAS with a CDMA WLL, that means when MII eventually awards the spectrum, they can hit the ground running. What does it take to "upgrade" a WLL CDMA 1X to a "normal" CDMA 1X? Software? Add some RF gear? but all CDMA basestation equipment would not change at all.

ZTE, LU and UTSI are currently the suppliers of xiaolingtong. UTSI is not licensee but the other two are.

Do you think it is significant? But ye hah is cheerleading and I will ban you if you do that again. <gggg>
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