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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 171.02-1.5%Dec 31 3:59 PM EST
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To: foundation who wrote (31462)1/21/2003 10:33:58 AM
From: Ramsey Su  Read Replies (1) of 197056
 
Ben,

your post is a translation of one of the articles on over capacity.

Here is another one that I hope would be translated in a few days since it is too long for me to do it.

it.sohu.com

Highlight:

"Telecom vendors are banging the WCDMA drum, hoping it can play the role of savior. However, the 2003 show organized by the big 5 looks more like another dress rehearsal ......

..... Jan 15, at the WCDMA China conference, the most important player, CHINA MOBILE, was a no show. In attendance cheerleading WCDMA were the vendors: ERICY, Huawei, NEC, Nokia and Siemens."

(this seems to be the wcdma promo theme for the indefinite future, pumped by ERICY in this article)

"WCDMA is the global 3G standard. There are 112 WCDMA licenses, 95% of all 3G licenses. Within a few years, GSM/WCDMA subs would represent 80% of the global wireless market."
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