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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: Douglas Nordgren who wrote (4248)	8/11/2000 12:54:07 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 5390

Semi-OT :China Overtakes Japan In Cell-Phone Subscribers By TechWeb News Aug 9, 2000 (4:06 PM) URL: techweb.com Cell-phone subscribers in China outnumbered those in all other Asia/Pacific nations during the first quarter, making it the region's leader for the first time, according to market research released Wednesday. The cell-phone service market in the region reached 170.7 million during the quarter, a 47 percent increase over the year-ago period, said Dataquest, San Jose, Calif. China accounted for 51.7 million of those subscribers, surpassing Japan's 51.1 million. China logged the largest net increase of prepaid customers with more than 1.3 million new users. Jim

To: Douglas Nordgren who wrote (4248)	8/20/2000 3:55:33 PM
From: elmatador	Read Replies (1) \| Respond to of 5390

UMTS bidders will have to build networks ASAP. Having spent all money on license they have now to rely on vendor financing to build their networks. The winners will be the builders of these networks with the deepest pockets. Siemens in this case is well positioned for that. ERICY not so. It is heavy loaded with the financing it provided for Asian and South American operators. NOK I can't say. Note that at higher freq. we have to space the Base Terminal Stations not so wide apart. We need to build even more. The good thing about that for me as a Consultant is that the missing part will be PEOPLE. People to build this networks. That means if everything goes according to the plan, if we have some adverse news that will affect the liquidity or viability of those bidders they may never see their money again