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

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To: slacker711 who wrote (80060)	9/2/2008 9:27:19 AM
From: brian h	1 Recommendation Read Replies (2) of 196645

There are at least three points that China will quarantee to build out the long awaited 3G networks this time (within a year). 1. With China's "exporting" bubble, "real estate" bubble, and "stock market" bubble deflating, China gov. is almost quaranteed to push some infrastructure projects (including CDMA networks and/or WCDMA-GSM networks) to stimulate it own economy. 2. All merged China Telcomm. opeartors are public companies. They spent a premium to buy out or merge other China operators or their assets. They need to do something to justify shareholders' concern. 3. The world wide 3G networks trend already proved to be unstoppable. China operator/China gov. can no longer afford not to build up 3G networks to respond their business needs. China Telcomm's CDMA networks are quaranteed to build whether we call them 2G CDMA networks or unlicensed yet 3G CDMA networks. China Telcomm. has to replace their "Shiao Ling Dong" networks fast enough to prevent further client deflecting to China Mobile's or China Unicom's GSM networks when these operators kept cutting fees to lure China Telcomm's clients. The new China Unicomm. need to respond to shareholders by enhancing their GSM networks to compete with China Mobile's GSM networks and China Telcomm's CDMA networks if 3G lincenses continue to be delayed. They will be the first one to upgrade their GSM networks to WCDMA networks to differeniate themselves from China Telcomm's TD-SCDMA networks as soon as 3G licenses are issued. China Mobile are left to support TD-SCDMA networks under the reshuffle plan while making the most money from their GSM networks. They will have to respond to both China Unicom's WCDMA networks' and China Telcomm 3G CDMA networks' push if the 3G licenses are released. my 2 cents.

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