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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (4893)	1/7/2000 12:00:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

Dennis: Again appreciate your spotting this. Interesting that this is for supply toward the end of this year and early next year for base station use. That would indicate that Ericsson has or expects to have a CDMA IS 95 contract for infrastructure installation sometime this year. That is specific. Still not clear if old guard at the MII and even Ericsson itself are not keeping foot on CDMA One (IS 95) brakes in China. What is interesting is the shortage of news from China itself. When Dr J announces that the Q has worked something out with the Chinese, then I for one will be much more comfortable that the China market is truly go. And if I remember he said he expected that there might be progress this month, but if not there would probably be several months of delay at a minimum. Not exactly a green light yet from the Q itself. Best. Chaz