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

To: Valueman who wrote (8584)	4/12/2000 2:02:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 13582

value Frankly, I don't ask because I don't care. I don't worry about IDC since you don't care and you don't worry, why did you post what you did then? you were just being helpful, i take it, as so many qualcomm shareholders have been in the past... i won't speak to this issue again; but you obviously believed it was important enough to post for the world but not important enough to follow through on?

To: Valueman who wrote (8584)	4/12/2000 2:20:00 PM
From: Caxton Rhodes	Respond to of 13582

A Wireless Giant Sets Its Sights on the Web By Dale Buss Is there is no end to the superlatives that can be heaped on VODAFONE AIRTOUCH (VOD)? The British company is in the last stages of digesting German wireless giant, Mannesmann, which it won after a pitched, dramatic battle that resulted in the first hostile takeover of a major German company. The $185-billion deal was the largest takeover on record, and it made VODAFONE AIRTOUCH the largest United Kingdom-based company by far. It has 48 million mobile-phone subscribers around the world, more than any other company. Now, the company wants to become a Web behemoth too. CEO Chris Gent wants to make VODAFONE AIRTOUCH the world leader in the market for delivery of the Internet to mobile and wireless devices, outstripping or acquiring a major portal like YAHOO! (YHOO) along the way. Before moving on to dominate the Web, Mr. Gent has some mopping up to do in the "old-fashioned" wireless world, especially in the United States, where the wireless market isn't as integral to business as it is in Europe. VODAFONE AIRTOUCH and BELL ATLANTIC (BEL) have just combined their U.S. wireless operations into Verizon Wireless, which, with 23 million subscribers, will be the largest cellular company in the U.S. VODAFONE and BELL ATLANTIC reportedly plan to sell about 10% of Verizon in an IPO later this year. Hot on its heels will be the combined cellular assets of SBC COMMUNICATIONS (SBC) and BELLSOUTH (BLS), which will be the second-largest cellular company with about 16 million customers. "To assume that [combining with BELL ATLANTIC] amounts to any real weakness in VODAFONE's strategy is to misunderstand the complexities of the U.S. market," says John Tysoe, analyst for WestLB Panmure in Britain. He explains that because of the complexities of the U.S. licensing process, from the very start of the mobile business, "companies had to pool their separate local properties to obtain anything like a regional footprint." Deutsche Banc Alex. Brown analyst Jeffrey Hines and colleagues are among those who believe that VODAFONE AIRTOUCH "will develop one of the world's largest portals" behind Mr. Gent's strategy. The company's European Internet strategy, he says, now centers on a multi-access portal (MAP) that enables access and commerce by mobile, wireline and TV, which VODAFONE AIRTOUCH is developing with the French media and telecommunications company VIVENDI (VVDIY). Mr. Hines believes that VODAFONE might "seek a similarly structured deal to the European MAP venture with BELL ATLANTIC in the U.S.," enabling VODAFONE's portals "to be the default for U.S. activities, potentially allow for better product and brand consistency, and enable VODAFONE to achieve maximum scale on the Internet." The analyst also expects to see VODAFONE AIRTOUCH playing a leadership role in the fast-evolving wireless market in more ways than just size alone. "History has taught us that VODAFONE is often not the innovator," Mr. Hines says, "but usually executes extremely well. In the new data world, we would like to see VODAFONE increasingly playing the part of innovator."

To: Valueman who wrote (8584)	4/12/2000 2:22:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 13582

Great Wall Tech to build $630 million broadband network By Reuters staff 11 April 2000 Computer maker Great Wall Technology Co Ltd said on Tuesday it will invest 5.2 billion yuan over the next three years into a new broadband Internet access network in China to meet growing demand for multimedia services. Great Wall said it has already invested 100 million yuan to set up Great Wall Broadband Network Service Co Ltd (GWBN) and will have invested 300 million yuan within six months, vice president Wang Zhirong told a news conference. "Half of the (5.2 billion yuan) investment would be from our own resources," Wang said. "The other half we'll have to think about, but it will likely be a combination of bank loans and cash from the equity market." GWBN aimed to provide services that connect broadband networks at low cost and to develop value-added services such as Internet browsers, distance learning and e-commerce. "There are too many people in China, and they all need to be on the Internet. There is great demand," Wang said. The network would concentrate on high-density residential apartment blocks in China and had contracts in Chengdu, Shanghai, Kunming, Shenzhen, Wuhan and Beijing. Great Wall deputy chairman Lu Ming said it was a conservative estimate that the network would cover five million users in the next three years. Great Wall's announcement follows an announcement last week by dominant China PC maker Legend Group that it will split into two parts - a manufacturing company and a new one that will focus on Internet-based services and e-commerce products. Great Wall, which was listed in August 1999, is primarily a maker of disk drives and other computer peripherals, but in December broke ground on a new PC manufacturing plant in the southern city of Shenzhen. The plant, said by the official Securities Times to be the largest personal computer project in China, will have an annual capacity of one million PCs when it opens in the first quarter of 2001. Great Wall shares rose 2.74 percent or HK$0.20 on Tuesday to close at HK$7.50. The head office for the new GWBN unit was located in Beijing after permission for a business licence was granted by Beijing authorities on April 3, Great Wall said in a statement.