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

To: 100cfm who wrote (3584)	10/10/2000 12:39:55 PM
From: marketing1	Read Replies (3) \| Respond to of 197210

100cfm, What is China waiting for? Isn’t that convergence of standards meeting occurring later this month? (Like 10/25/00 or thereabouts.) Ben Garrett posted this earlier this month and the possibility of LAS CDMA converging with 1x (HDR) standards which has been proposed yet not finalized. (Seemed like a brilliant strategic move to me) PNTR being signed today by Clinton Zho Rongji ( Prime Minister of China) meeting with Kim Dae- Jung (President of Korea) 10/20 – 10/21 Gee, IMHO in would be politically incorrect for China to expect convergence of Sino – American technology to progress without a commitment from their chief of state that they are firmly in the game. Therefore, I would expect “significant news” to occur prior to 10/25. But what exactly are we waiting for? 1. A commitment from the prime minister? 2. Licensure from China to do CDMA business granted to operators, infrastructure builders, handset manufacturers? 3. Licenses to manufacture infrastructure, ASICS, handsets from Q? 4. An order for infrastructure? 5. A CDMA roll out plan with timeline? Personally, I vote for all of the above, sooner rather than later. Yet, I would appreciate commentary from knowledgeable posters. Regards, marketing

To: 100cfm who wrote (3584)	10/10/2000 12:45:13 PM
From: engineer	Read Replies (2) \| Respond to of 197210

IMJ does not go to China unless a deal has already been written and looked over. He is going to sign up the deal or to settle a few last minute details which have come up. He would not go if the deal was not there. The fact that NOK is along for the ride makes me think even more than NOK is part of Spinco and that they are going to cooperate in China to make one std and one unified approach. See the picture of Don Schrock shaking hands with someone in China? peopledaily.com.cn Now who do you suppose would contribute the GSM HW and SW stack and help in WCDMA chip development at Spinco? Who would work ot make a unified GSM overlay for China which makes the system compaitble with all chipsets? And who would be making the handsets for this through a Korean company that they just signed up last minute to hurry a deal? Why would VOD be in China helping if they didn't already have some background in overlay strategy? I got questions. Any answers?