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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (26162)6/11/2000 11:59:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> It's 11:31AM on Monday in Hong Kong. Didn't the cdma show start up today?

I answered my own question, Eric, by picking up the agenda at cdg.org:

cdg.org

The conference opens on Monday, but only for workshops. The general meetings won't begin until Tuesday.

uf



To: Uncle Frank who wrote (26162)6/12/2000
From: GREGG M. AKIN  Read Replies (1) | Respond to of 54805
 
This should raise a few eyebrows tomorrow Frank!

Sunday June 11, 11:44 pm Eastern Time
Qualcomm CEO expects China Unicom to use 3G CDMA
HONG KONG, June 12 (Reuters) - Irwin Jacobs, chief executive officer of digital wireless company Qualcomm Inc (NasdaqNM:QCOM - news), said on Monday he expects China Unicom, China's number two telecoms provider, to use Qualcomm's 3G CDMA technology but was unclear when.

Referring to Qualcomm's third generation CDMA standard, he told Reuters in an interview: ``My guess is that it will be (Qualcomm's) 1X that they do select.''

On the timing of deployment of 3G CDMA, he said: ``That's up to them, obviously, but the manufacturers are clearly getting ready for that.''

Last week, Qualcomm announced technology sharing agreements with eight Chinese manufacturers to develop CDMA-based products.

Qualcomm won an agreement in February to build a wireless network for China Unicom, but the deal was quickly put on hold by the Beijing government.

Early this month, China Unicom said it was scrapping plans to use current-generation CDMA technology, opting instead to stick with its European GSM network. It said it would use Qualcomm's CDMA, or code division multiple access, for later-generation systems.

Qualcomm's China woes have contributed to a precipitous drop in the firm's stock, which peaked in January at US$200 and closed on Friday at US$79-1/16.



To: Uncle Frank who wrote (26162)6/12/2000 12:12:00 AM
From: Eric L  Read Replies (2) | Respond to of 54805
 
Frank,

<< Is it so hard to imagine that both Qualcomm and Nokia will prosper during the 3g build out? >>

You know, it is time to start a new tornado watch. The wireless data one we have alluded to.

I'm not into "baskets", but if I was, here would be my candidates, and in approximate order of what I consider to be their potential success:

1. CSCO
2. QCOM
3. LU
4. NT
5. ERICY
6. NOK

FWIW

Router Base IP Networks, coming soon.

When you check out the CDMA World Congress agenda, note the harmonization things going on with UTMS UTRA (WCDMA) and cdma2000 in the workshops.

- Eric -