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

To: Ruffian who wrote (11213)	5/31/2000 8:17:00 PM
From: John Hayman	Respond to of 13582

Ha ha ha, Don't you just love this Ruff?? I wonder if this is the same "unnamed source" that keeps getting quoted? Now I know why I gave up listening to cnbc, and reading the WSJ...o well, at least it's good for a few pts tomorrow!! John

To: Ruffian who wrote (11213)	5/31/2000 8:33:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 13582

Lawsuit Hangs over China Unicom Wednesday, May 31, 2000 TELECOMS DAVID EVANS The mainland's second-biggest telecommunications carrier, China Unicom, could face legal action from a disgruntled paging service provider who entered into a financing arrangement with sister company Unicom Paging. Hong Kong Lark Telecom signed a China-China-foreign (CCF) agreement with Unicom Paging - a subsidiary of state-owned China United Telecommunications Corp - in 1996, to supply a paging service to 15 mainland cities. However, last July, Beijing authorities ruled that all CCF agreements, which gave foreign companies back-door access to the mainland's telecoms market - were invalid, and all such deals should be rectified or terminated. Don Meyer, a director with Lark Telecom, believes Unicom Paging has reneged on the agreement, which would have allowed exclusive access to eight mainland provinces. He said the decision by mainland authorities to inject Guoxin, which operates a nationwide paging business, into China Unicom effectively broke that agreement. "Our view is that it is inconsistent because the contracts we entered into provide exclusivity," Mr Meyer said. According to Mr Meyer, during a meeting in Beijing on May 10, China United were informed verbally that they, Unicom Paging, or China Unicom - the mainland's No 2 telecoms carrier - could face legal action. "Our lawyers are looking at who the respondents would be," he said. An industry source said as the directive to cancel the CCF agreements came from central government, from a legal perspective, Lark Telecom "would not have a leg to stand on". The source said the threat would have no bearing on China Unicom's New York trading debut on June 21, with trading in Hong Kong expected the following day. A spokesman for co-sponsor Morgan Stanley Dean Witter said the investment bank was unable to comment on details of China Unicom's initial public offering. technologypost.com ____ I hope China Unicom didn't overplay its hand. Ibexx

To: Ruffian who wrote (11213)	5/31/2000 9:42:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 13582

Has Qualcomm revealed its HDR business model? A recurring revenue model would probably be the best received by the stock market. Could it be that QCOM is planning on HDR royalties to be partially based on monthly subscription charges of wireless internet users. If so, it could be huge source of recurring revenue. If Netzero is used the model would change to recurring ad revenue. PS: 200 million users worldwide @ $5/month = Cool billion/month. (That would be extortionate)

To: Ruffian who wrote (11213)	5/31/2000 11:14:00 PM
From: tradeyourstocks	Respond to of 13582

<China Unicom says CDMA plans on track> - And I thought that the DDI 3G decision was a circus. Compared to the FUD surrounding Unicom, DDI FUD was rather amateurish. Can't wait for the Korean FUD to start :) MicroE

To: Ruffian who wrote (11213)	5/31/2000 11:26:00 PM
From: q_long	Read Replies (3) \| Respond to of 13582

Regardless of the outcome in China I cant help but to wonder if the damage can be undone. This is a preview of coming attractions for what type of trading partner China is.

To: Ruffian who wrote (11213)	5/31/2000 11:44:00 PM
From: JohnG	Read Replies (2) \| Respond to of 13582

Ruff. The difinitive answer whether QCOM's CDMA will go into China soon is---yes.no.yes.no.yes.no.yes.no. This comes from a high ranking Unicom official who took time away from his night job as a QCOM day/nite trader to answer over a hot cup of tea. "The day/nite trading department at Unicom is charged with earning enough money from stock manipulation to pay for Unicom's CDMA build out. The unnamed high ranking official proclaimed joyfully that every "yes. no" gets Unicom one step closer to the final big "YES." Further, he commented that Unicom has been able to substantially reduce the size of their proposed IPO due to the outstanding success of the Unicom day/nite trading department." JohnG