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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (744)	7/12/2000 2:49:14 PM
From: JohnG	Read Replies (2) \| Respond to of 197653

LOOK LAST PARAGRAPH!! JohnG SHANGHAI (AFX-ASIA) - Zhongxing Telecom Corp is urging the Chinese government to allow the launch of China Unicom's suspended CDMA mobile phone network project, the China Daily Business Weekly reported. "We hope the government and related service operators will reconsider the CDMA system and resume the project as soon as possible," Zhongxing Telecom chairman Zhang Taifeng said, according to the report. Zhongxing Telecom, which is the largest investor in the CDMA system among the country's leading telecom manufacturers, launched a full range of self-designed of CDMA system products in Shanghai last month. "We must take measures to deal with the coming shortage of GSM network frequency resources and a new CDMA network is the perfect option," Zhang said. It is estimated that the country's GSM frequency capacity will be saturated by 2005, the report said. Zhang added that another key reason for launching the CDMA project is to cultivate the domestic telecom industry, noting that foreign telecom manufacturers currently occupy a majority share of the country's GSM network market. The country's eight telecom companies last month signed a CDMA property rights research and development agreement with Qualcomm, which provides Chinese companies with the option to secure a commercial licence at any time during the term of the agreement. Zhang rejected claims that Qualcomm would benefit most from China's CDMA project. "Qualcomm will surely take charge over the CDMA IPR use but it's like computer manufacturing which bundles Intel's Pentium chips and Microsoft's Windows systems," he said.

To: gdichaz who wrote (744)	7/12/2000 11:20:49 PM
From: Dennis Roth	Respond to of 197653

Chaz: The important thing to note was the use of the word 'may' throughout the article and the very indefinate time frame. A 3G auction is still in the discussion stage. That they are considering allowing multiple standards to avoid the risk of over-reliance on wide-band CDMA 2000 means that they are considering some reliance on it since there would be no reliance problem if they were closing their market to it. It is only prudent that they consider other systems since the auction is years away and neither CDMA - 2000 or W-CDMA has proven itself in a commercial deployment yet. Also, the fact that China Mobile is evaluating CDMA systems is a good sign that they too may someday move to a CDMA technology. All CDMA is good for Qualcomm and to take a negative spin on rumors and remarks, by people I've never heard of, about a system that is still years away, and about decisions a year or more away, is a little silly. I was some what distressed to see it referred to as 'the decision in China' later on the thread. What decision? The government in China is considering a 3G auction. The rest is all conjecture and rumor. I almost didn't post it because of the lack of hard fact in the story, but since Qualcomm was mentioned and CDMA-2000 was mentioned as a candidate technology under active consideration, I thought it was, on whole, positive news for the Q.