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Technology Stocks : Interdigital Communication(IDCC) -- Ignore unavailable to you. Want to Upgrade?

To: Jim Lurgio who wrote (3971)	2/16/2000 12:32:00 AM
From: Gus	Read Replies (1) \| Respond to of 5195

That's a good post to show the kind of maneuvering going on between the numerous factions in China, Jim. Some members of the Chinese press have started to use $40-50 billion as the rough estimate of the amount of financing needed for Unicom to get the infrastructure to get 25-30% share of the China market. Assuming Unicom can take care of its CCF obligations, the IPO is only expected to bring in $3-4 billion. Ericy has $400 million in QCOM vendor financing, but that's a drop in the bucket. It's going to be interesting to see the kind of financing coming from the likes of Motorola, Lucent, Nortel and Samsung who are each running a CDMA trial site in China. By contrast, NTT DoCoMo's WCDMA network is expected to come in roughly the same as its PDC -- Japanese variant of TDMA as explained by Darrell -- network: around $15-17 billion with about 55 million subscribers and multiple layers of mobile services already being readied. The HTS companies (CDTS, SCON, ISCO) are being trialed to death over there and should provide some interesting feedback. Check out the costing of the most recent CDMA contracts down under to get an idea of how expensive it is to depart from the de facto global standard mainstream where there is clearly a very quiet but aggressive effort to increase the already massive economies of scale and the innovative financing available.