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

To: Theophile who wrote (3290)	9/28/2000 12:27:36 AM
From: tradeyourstocks	Respond to of 197507

<Objectively, why would China want to be an island in the wireless world?> Actually, I know that in other Chinese markets such as cable telecom, they like to use a slightly different technology from the rest of the world and even different from other cable companies in China. This assures the one or two Chinese companies that sell a particular set-top box or modem a virtual monopoly in a given market segment. Having said that, I don't see how this business model can be applied to the wireless market since users are mobile and will want to venture onto other networks. Therefore I believe that China will want to standardize on a technology that is widely used but most of all allows Chinese manufacturers to gain significant market share. There is only one technology I know of that can accomplish both of these goals today. You all know what it is :) MicroE

To: Theophile who wrote (3290)	9/28/2000 1:26:33 AM
From: Jacob Snyder	Read Replies (1) \| Respond to of 197507

re: why would China want to be an island in the wireless world? Economically, it makes no sense. Politically, and militarily, it may be necessary. The Chinese see what has happened with Intel and Microsoft, and they don't want yet another American company dominating a vital technology. Remember, they think of us as the Great Hegemonic Power, who bombs their embassy in Serbia, whose culture is dissolving many national cultures around the globe, who sends Carrier Task Groups when the Chinese rattle their swords at Taiwan, whose multinationals dominate the global economy, and who sends soldiers here, there, and everywhere. The technology Qualcomm developed has vital military applications. They want a variant that is homegrown, all theirs. I don't think Americans realize how nationalistic and paranoid the Chinese are. With their history of being nearly colonized from 1839 through 1949, they have good historical reasons to be paranoid, and they have not forgotten (or forgiven) any of that history. And, since all vital decisions are made in government ministries (not by businesses, whether they are officially private or not), it is the attitude of the government which decides. They may also develop, in parallel, CDMA variants for export. But I don't think they will allow 3G until one of the variants deployed is TD-SCDMA.