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To: 2brasil who wrote (65611)2/1/2000 7:49:00 AM
From: Wyätt Gwyön  Respond to of 152472
 
But unlike the feast laid out when Beijing embraced the GSM mobile phone standard, this time there will be a new group of vendors crowding the table -- the Chinese themselves.

One of the posts by Gregg Powers (recently reposted) pointed out that the CDMA royalty scheme could actually prove much more cost-effective for new vendors without IPR to exchange than going into GSM. Less royalty in aggregate, and the ability to negotiate an agreement with just one vendor instead of eleven. Sounds like huge news for Qualcomm, and now it is starting to make sense why the Chinese could embrace CDMA for more than its technical merits--key being the local business opportunity.
Great article!



To: 2brasil who wrote (65611)2/1/2000 8:54:00 AM
From: Lipko  Read Replies (1) | Respond to of 152472
 
BG - that in one year "China Unicom will double the world CDMA population" stands out to me as an amazing statement. Do I read it right that its attributed to a Mot spokesperson? Does the Street yet have even the remotest idea of the magnitude of the China buildout? We really ought to fly this year even without the HDR and other developments. Best, John


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