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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: LindyBill who wrote (12603)12/11/1999 9:17:00 PM
From: HighTech  Read Replies (1) | Respond to of 54805
 
Could anyone please provide a brief description (or tell me where to find it) of gorilla, king, prince, etc. etc.

TIA

HiTech



To: LindyBill who wrote (12603)12/12/1999 1:03:00 AM
From: Ruffian  Read Replies (1) | Respond to of 54805
 
Very HUGE For Qualcomm!!!!!!

Saturday December 11, 11:45 pm Eastern Time

China Unicom eyes CDMA network by mid-2000
-report

BEIJING, Dec 12 (Reuters) - China Unicom, the country's second telecommunications
service provider, is set to complete a nationwide CDMA cellular network by the middle of
next year, the China Daily Business Weekly said on Sunday.

The newspaper quoted a Unicom official as saying the carrier would choose among bids by
12 foreign and domestic manufacturers of CDMA (Code Division Multiple Access)
equipment in January.

Construction would begin early next year and the first phase of the network would be finished by summer, said Tan Xinghui,
general manager of Unicom's planning and marketing department.

''We cannot wait or be delayed any more since the third generation of mobile communications is coming,'' Tan said.

Tan estimated the company would need five or six equipment providers to meet its ambitious plans to build a nationwide
network based on the U.S.-pioneered CDMA standard.

Foreign suppliers with CDMA manufacturing capability in China would be given priority in bidding, the Business Weekly
quoted Unicom vice-president Lu Jianguo as saying.

The newspaper cited Motorola (NYSE:MOT - news), Nortel Networks (Toronto:NT.TO - news) and Lucent Technologies
(NYSE:LU - news) as among foreign firms with CDMA ventures in China.

China's Datang Telecom and Zhongxing Telecom had CDMA manufacturing capability but for intellectual property reasons
were not authorised to produce the equipment, the paper said.

Lu said that despite a delay in the roll out until next year there would be no scaling back of its original goal of setting up a
network with initial capacity of two million lines.

AMBITIOUS NETWORK BUILD-UP PLANS

China Unicom had announced plans in March to begin rolling out a nationwide CDMA network by the end of this year.

The use of CDMA was seen as giving Unicom a technological lead over rival China Telecom, which uses the older GSM
(Global System for Mobile Communications) standard that has been promoted by European firms Ericsson and Nokia
(NYSE:NOK - news).

But the plan soon bogged down when San Diego-based Qualcomm (NasdaqNM:QCOM - news), a key CDMA patent
holder, and Chinese telecommunications officials locked horns over royalty fees and other technology transfer issues, U.S.
industry sources said.

The problem was compounded when Sino-U.S. ties plummeted to to their lowest point in a decade after U.S. bombs
destroyed the Chinese embassy in Yugoslavia during a NATO air strike in May.

Qualcomm and Beijing have since made some progress in their dispute, and China Unicom has issued requests for sales
proposals from a dozen CDMA vendors, industry executives said.

RAPID EXPANSION

Unicom executives have said the first phase of the company's CDMA network, when complete, would handle 2.6 million users.
The company's CDMA plan calls for extending its reach to 10 million users in 250 cities by the end of 2000 and to boost
capacity by 10 million users annually from 2001.

Most Chinese mobile phone users, whose ranks of 35 million grow by 1.5 million each month, use the GSM standard.

The CDMA transaction was given fresh momentum by the World Trade Organisation (WTO) pact China and the United
States signed on November 15.

Shortly after the WTO deal, industry sources said Unicom executives had disclosed plans to have 30 million customers and
close to 40 million subscriber capacity by 2003.

Rival China Telecom and a military-linked firm are already operating pilot CDMA networks with foreign partners in the
Chinese cities of Beijing, Shanghai, Guangzhou and Xian.

COMPETITION INTRODUCED TO SHAKE UP SECTOR

Several foreign companies have confirmed receiving recent requests from China Unicom for information on CDMA equipment
and network configurations. Such requests are often the first step before detailed price quotations and contract bids.

Besides Nortel, Motorola and Lucent, companies known to have been approached by Unicom include South Korean vendors
Samsung and LG Information and Communications Ltd , and Japan's NEC Corp and Fujitsu , industry sources said.

State media reported on Friday that China would complete a major restructuring of the telecoms industry early next year.

A plan to create separate groups for fixed-line telephone services, mobile telecommunications, satellite data transmission and
paging services would be in effect next year, Liu Cai, head of the policy and regulation department at the Ministry of
Information Industry (MII), was quoted as saying.

The core of the plan to revamp a telecoms sector now dominated by China Telecom would be breaking up the market to
promote competition and transforming MII into a market regulator without any links to commercial operations, Liu said.



To: LindyBill who wrote (12603)12/12/1999 12:29:00 PM
From: John Stichnoth  Read Replies (1) | Respond to of 54805
 
Yep. I have all five of those. Thanks.--eom

But, if you buy a full load of each, some will soon grow to be larger than your desired maximum. I'm trying to get to maybe 15 to 20 "gorillas", each representing a starting amount of 5% max. This will allow me to keep all my winnings on the table, even with 4-baggers.

Best,
JS