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

To: EJhonsa who wrote (4053)	10/28/2000 12:43:57 AM
From: slacker711	Read Replies (1) \| Respond to of 197254

A slightly different estimate of the W-CDMA launch....from the president of J-Phone. This is an article from July. nikkeibp.asiabiztech.com J-Phone aims to provide the IMT-2000 service on a full scale from the start. According to Higuchi, the company aims to win 600,000 subscribers in the Kanto area alone in the initial year. NTT DoCoMo has set a modest target of winning 100,000 subscribers in the Tokyo, Nagoya and Osaka areas in the first year, in sharp contrast with the J-Phone group. The real question is if the launch in May will actually be commercial. If (big if) NTT actually has handsets in the shops in May, it is difficult to see them only getting 100,000 customers in a year. Slacker

To: EJhonsa who wrote (4053)	10/28/2000 2:22:53 AM
From: engineer	Read Replies (2) \| Respond to of 197254

I suppose you were with one of the groups who said the same thing about Korea back about 1988. "they can;t make anything right, so why try". REALLY pissed them off and they did make it work. Samsung infra is as good as any out there. It pissed them off so bad that they went WAY out of their way to specifically exclude MOT and ERICY from Korea so that they would not have to deal wiht that "superior attitude". I suppose that you also think that the Chinese (tiawan) can't make semiconductors as well? guess again. Korea is going to show them how to make this stuff thru join ventures and make them sucessful. Look at the Xing JV with Hyundai. Good example. Qualcomm is also in there making sure that hansets mfgs do NOT fail at making handsets. The fact is that the GSM guys have been making it hard for the Chinese so that they can hold them captive and also guarantee that they can't produce phones to sell back into good ole Europe. Why they would spoil the market for all those nice government supported mfgs who make GSM now. How vile.