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To: Ruffian who wrote (67796)	2/23/2000 10:36:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 152472

hmmm maybe China pull the plug because of the European's. Something like this. "You don't need QCOM at all, lets us build your next generation wireless network, with Asian flavored WCDMA, and we will be more easy to negotiate with." greg

To: Ruffian who wrote (67796)	2/23/2000 11:49:00 PM
From: Keith Feral	Respond to of 152472

Ruffian: The China manufacturing co's would certainly benefit from a "indefinite delay" from Western competition in their telecom market. It would enable their co's more time to negotiate and develop CDMA technologies. Reflect on Jacob's comment that Chinese manufacturers will compete with Western telecomm co's more significantly next year. If you begin to downplay market expectations for China this year and give the Chinese manufacturers more time to develop their own capacity, it gives Chinese co's a more level playing field to compete in 2001. China is not playing on a level playing field right now. Can you imagine how their products would compete with NOK, LU, ERICY, NT, and MOT. Not to mention, co's in Japan and Korea are trying hard to grab a big piece of the market. Would it make any sense for China to flush such a huge opportunity down the drain by letting the NOK's and ERICY's in their market today? Over the next few weeks and months, their own co's will be in a better position to obtain CDMA licenses and grab the initial market share. Korea and Japan have gone to extraordinary lengths to put their own manufacturing co's in charge of their technology infrastructure. China will do the same to protect their own. The Pacific Rim strategy is still intact. CDMA is going to enable Chinese firms to dominate internal market share. It is better to pay QCOM the royalties than hand the majority of the market share to foreign co's that set up 50/50 partnerships. Peace!!!