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

To: kech who wrote (6226)	1/16/2001 7:22:10 PM
From: biostruggle	Read Replies (1) \| Respond to of 197409

It's the listed GSM sub, CHU, that is looking for investment from the likes of NTT. The parent is talking 2 or 2.5G CDMA. But the parent is the entity that is lacking funds. Unlike U.S., parent has no control over CHU. The parent has tried to interest CHU and China Railway in investing in the CDMA network, but without success so far.

To: kech who wrote (6226)	1/16/2001 7:29:02 PM
From: foundation	Read Replies (3) \| Respond to of 197409

"Not sure I like the sound of NTT buying a stake in China Unicom." ---------- For cash strapped Operators (and most of them are) 3G technology selection may well be for sale. None of Unicom's stated prospective suitors bode well for the cdma2000 flavor. But when will suitors (many of whom are also cash and credit strapped) exhaust their chips? It's interesting that wsj article suggests that NTT's courtship with SK Tel may have hit the rocks over $$. Perhaps with SK already committed to wcdma for 3G spectrum, the marriage suddenly mattered far less to NTT. Stupid that SK didn't collect the dowery prior to putting out. "DoCoMo has also held talks with South Korea's SK Telecom Co. but the two companies couldn't agree on price, people familiar with the companies say." NTT's already having to borrow from Peter to pay Paul for its "T" stake. Will investors be happy with a continued pattern of dillution? "TOKYO--NTT DoCoMo, Japan's biggest cellular phone company, said it is borrowing $10.2 billion (1.2 trillion yen) from five local banks to pay for a 16 percent stake in AT&T Wireless Group. The biggest credit raised in Japan, outlined in a filing with U.S. regulators, will be repaid in part from proceeds of a share sale next month. DoCoMo on Friday will begin marketing 460,000 new shares to global investors, bankers familiar with the transaction said. The shares are valued at $7.64 billion at Thursday's close." yahoo.cnet.com They seemed content today - with NTT up 2.