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

To: Rick who wrote (26545)	6/19/2000 10:58:00 PM
From: Rick	Read Replies (1) \| Respond to of 54805

I found this on one of the Q threads: eet.com "CDMA emerges as Asia's choice for 3G services By Sunray Liu EE Times (06/16/00, 12:04 p.m. EST) HONG KONG ? Asian telecommunications companies are poised to launch services based on the cdma2000 third-generation (3G) wireless standard. The cdma2000 technology is designed to increase data transmission rates under the 3G umbrella and is viewed as an interim step to full 3G wireless nets. At the CDMA World Congress here this past week, China's No. 2 telecommunications carrier, China Unicom, confirmed it is adopting Qualcomm Corp.'s 3G solution, while South Korea's SK Telecom said it would launch the first commercial 3G service based on the standard in October. And Japan's DDI Corp. announced that it began offering a 3G solution in May. China Unicom has about 10 million Global System for Mobile (GSM) subscribers. Solely authorized by China's State Council to build and operate a domestic code-division, multiple-access network, Unicom signed a framework agreement with San Diego-based Qualcomm in February to construct a nationwide CDMA network. Unicom plans to establish a network supporting 10 million subscribers by the end of the year. The deal was delayed recently because of official concerns about the cost and timing of China's new nationwide wireless telecom network. But during a promotion for its upcoming stock offering, Xianzu Yang, Unicom's chairman and chief executive, confirmed the company is standing by its agreement with Qualcomm.... Meanwhile, investors here were unloading shares of China Telecom, the largest state-owned carrier, in the belief that Unicom has greater potential with advanced technologies like CDMA. The drop in China Telecom's stock price sent Hong Kong's Hang Seng index lower this past week. Global investors were also encouraged by Unicom's confirmation of its plans to deploy a third-generation CDMA system." - Fred

To: Rick who wrote (26545)	6/20/2000 7:59:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Everyone, Fred added Porter's Competitive articles to the FAQ. You may recall that Merlin suggested these as required reading a few weeks ago. I read these articles over the weekend, and I gotta tell you, they are worth the read. They pull so many concepts together from Moore, Christensen and a host of others and form a well integrated model that will serve you well. I have printed them and put them in a notebook which sits between GG and ID (Gorilla Game/Innovators' Dilemma) on the bookshelf. Galahad