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To: Catcher who wrote (56163)	12/22/1999 9:10:00 PM
From: Curbstone	Read Replies (2) \| Respond to of 152472

K has manufacturing facilities already in China.

To: Catcher who wrote (56163)	12/22/1999 9:17:00 PM
From: 16yearcycle	Respond to of 152472

We have speculated both ways; KYO has a strong foothold in Hong Kong, but otoh, Mot has a history in China, and there were carefully phrased suggestions that China may not like the idea of being involved with Kyocera, although they apparently have manufacturing there already. I think Q simply wins China by making a better mousetrap, rather than further marketing or political reasons. And that appears how we will have to win over Europe, too, although Q will launch strik e after strike to pressure the Europeans to capitulate. Isolating their piss poor technology is one way to win the war in Europe.

To: Catcher who wrote (56163)	12/22/1999 9:42:00 PM
From: justin55	Respond to of 152472

yes. in the long run, superior infra drives handset sales, not vice versa. the chinese are nobody's fools when it comes to technological superiority. they know the stakes are high-speed data efficiency. moreover, jiang's son has a communications empire in the works that will deploy cdma nationwide (see 11/5/99 article in WSJ). kyocera is key to capturing the next big MATURE market for high-speed data (Japan), after which China will soon capitulate. Do not underestimate the Chinese respect for Japanese technology (political-historical enmities aside). Moreover, China only uses the Europeans to play off the US & Japanese. Once they see the US and Japan go CDMA, GSM (and its proponents) are toast. Bottom line: handsets are commodities, they do not drive technology adoption but can be easily replaced once the standard has been replaced to CDMA.