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

To: Maurice Winn who wrote (10786)	5/25/2000 11:19:00 PM
From: DWB	Respond to of 13582

Two things that come to mind on QCOM/CDMA/CHINA... 1) Didn't we learn our lesson that news stories in Asia are often far from the eventual reality when the DDI WCDMA story took us for a recent ride? Oh, unnamed officials at DDI were quoted as saying how they were going with the DOCOMO WCDMA, instead of CDMA2000, and then everyone soiled themselves for weeks trying to figure out if it was true or not. Bottom line, even if DDI did consider WCDMA, they may have been maneuvering for concessions from Q, or wanted to see how it would play out politically, but they ended up with CDMA2000, so the story ended up being very much to do about nothing. Now replace DDI with Unicom, replace WCDMA with GSM, replace CDMA2000 with CDMA in general and you've got the exact same situation. We've also got an unnamed investment banker familiar with the IPO situation, and some other mystery sources... Why doesn't anyone ever consider that using the media to improve concessions is almost a given in these instances, since it costs them absolutely nada? Come on folks, fool me once, shame on you... fool me twice, shame on me.... 2) The Unicom dropping CDMA story has one huge gaping hole, that I'm surprised gets ingnored. If they don't implement CDMA, and go with GSM, who would give the Chinese vendors a snowballs chance in heck of being able to sell any infrastructure for the 3G buildout? Why on earth would anyone buy hardware from those guys, when their own country won't??? China desperately needs to get a part of the 3G hardware sales action, and the best way to be a player is have home grown talent implementing systems in their own country (look at the korean vendors, lucent, and lately the oncoming Japanese vendors as examples of this). The one exception is ERICY, and they had to buy QCOM's infra. division to get into the game. China will implement CDMA, it may be 1X and not IS-95A/B/C, but that would make sense given number 2) above. Chinese vendors won't become big in the IS-95 infra/handset world, but they have the opportunity of getting a piece of the 3G pie if they can build up a competency at home first. DWB Q2.5K/Y2K+5 QFUD1000KxW/0.1"xD P.S. Time to buy more QCOM shares at these prices (haven't bought any more except LEAPS since last year), even though it's far and away my largest position already...