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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: S100 who wrote (1759)	6/6/2000 9:21:00 PM
From: Maurice Winn	Respond to of 12231

Now this yesnoyesnoyesnoyesno business makes sense in China: Message 13839394 Group?fs CDMA Cellular Business Our controlling shareholder, Unicom Group, holds a license to operate a nationwide cellular services business using CDMA technology and is exploring the possibility of developing this business. If developed, this CDMA cellular services business could compete directly with our GSM cellular business. In addition, it has been reported in the press that other existing Chinese CDMA cellular services businesses under state control may be transferred to Unicom Group. Any transfer of additional assets under state control to Unicom Group will be subject to approval by relevant Chinese government authorities. We have been advised by Unicom Group that it would likely transfer any such businesses received by it, together with its existing CDMA license, into a separate company. This separate company would then compete directly with our GSM cellular business. Under our reorganization agreement with Unicom Group, we have the option to acquire any CDMA license or other cellular services businesses owned by Unicom Group now or in the future. > Unicom Cellular is a bit like AWE. GSM is recognized as a bit of a dead-end, so Unicom will flick it on via IPO and use the money from the big sales of GSM to build out the CDMA network. So, for IPO purposes, CDMA is dead. So people can buy Unicom IPO without worry. Anyway, Unicom cellular has the option to take over the CDMA assets. But if Unicom decides not to, then that leave Unicom Group free to go ahead and build out the CDMA networks. Overlay that with the WTO and USA PNTR to go before the Senate and there are some complicated negotiations. Oh, of course there is the small matter of considering the contracts offered by the 12 infrastructure suitors for CDMA. Those will need a bit of heat to lower the price. The outcome will be: ----Unicom IPO goes ahead like AWE and there are lots of GSM shareholders [Tero and other GSM fan club members - Marc Cabi ...heh, heh, heh] ----The PNTR is approved by the USA Senate. ----WTO entry is gained. ----Unicom Group goes ahead and builds the CDMA network as soon as they can get it going. ----Kyocera builds handset factories in China. ----Ericsson builds infrastructure factories in China. ----Q! shares go way up again, to $250. ----We all have a good laugh. Mqurice

To: S100 who wrote (1759)	6/7/2000 2:01:00 PM
From: S100	Read Replies (2) \| Respond to of 12231

Internet users in China top 12 million REUTERS Wednesday, June 7, 2000 -------------------------------------------------------------------------------- The number of Internet users in China has more than doubled in the past year to 12.3 million, with men a shrinking majority of the Internet-using population, according to a survey released on Wednesday by a Hong Kong research firm. The same survey by Iamasia, or Interactive Audience Measurement Asia, found that Hong Kong's population of Internet users totalled 1.85 million in April, or 37 per cent of people in the territory between the ages of 12 and 60. While 56 per cent of mainland China Internet users had begun using the Internet within the year ending in April, more than 70 per cent of Hong Kong's users had been online for more then a year, the survey found. China's Internet-using population is younger than Hong Kong's, with two-thirds of the mainland online population under 30 years old, the study found. Iamasia, an Internet usage measurement firm formed last year, used random telephone calls - including 500,000 in mainland China - to survey the habits and demographics of 6,084 Internet users in mainland China and 2,054 in Hong Kong. In China, Beijing was the city with the highest level of Internet penetration, with 25 per cent of people between 12 and 60 having used the Internet in the four weeks prior to being surveyed; Guangzhou, Jinan and Nanjing were the next most Internet-penetrated cities. Iamasia chief executive Kevin Tan said that while the Internet was a nascent medium in mainland China, the survey showed that in large cities "there's some meaningful usage, some meaningful awareness". While nearly 70 per cent of Hong Kong users accessed the Internet from home, with most of the remainder going online at work, in mainland China home usage was only a little higher than work usage. However, in some mainland cities a significant share of online users gained access to the Net through Internet cafes, although Internet cafe usage accounted for a smaller share of user access in more economically developed cities such as Beijing and Shanghai, the study found. In Hong Kong, 15 per cent of Internet users had made an online purchase, while just 5 per cent had in mainland China, the study said. "Hong Kong is getting to the types of penetration levels that start to allow for some pretty interesting things to happen on the Internet," Mr Tan said, pointing to Hong Kong's embracing of wireless technologies and its well-developed financial sector as factors in an environment ripe for e-commerce opportunity. The study found men made up 62 per cent of Internet users in China, and 58 per cent in Hong Kong, although the gender gap is narrowing in both places. E-mail was the number-one use of the Internet in both mainland China and Hong Kong. Link scmp.com