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To: peter wolff who wrote (8923)10/18/2000 2:47:31 AM
From: axial  Respond to of 12823
 
Hi, Peter - I'm not really up on MOT in China. I know they have a significant investment there, that they are into WLL, GSM, paging and early CDMA.

Latest word is that Unicom and Qualcomm have closed a deal for narrowband CDMA. However, what sort of CDMA will predominate in China depends on what day you read the news. Given Qualcomm's IPRs in CDMA, I assume they'll profit well from any use of CDMA there, certainly better than others, including MOT.

Perhaps someone else can give you a more detailed answer.

Regards,

Jim



To: peter wolff who wrote (8923)10/18/2000 10:34:00 AM
From: slacker711  Read Replies (3) | Respond to of 12823
 
will china's recent agreement to support cdma help mot, or will the benefit be mainly linked to qualcomm?

China is attempting to build up the internal manufacturing base to provide CDMA equipment....Qualcomm has been working with a variety of Chinese companies to help them provides handsets/infrastructure.

Nonetheless, I would be surprised if the initial orders didnt go to LU/MOT/Samsung (ERICY/NT are probably outside shots). Unicom is talking about building a 10m sub network in the next 9 months. Unicom has a press conference scheduled for tomorrow....I dont know if they will handing out contracts or not.

biz.yahoo.com

Also Sawtek announced this morning that they had received a large order of CDMA filters from a "from one of the world's leading manufacturers of infrastructure equipment" for a Chinese roll-out. If you know who Sawtek's major customers were you might be able to figure out who got the order....

biz.yahoo.com

Slacker