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

To: laodeng who wrote (6789)	2/1/2001 10:51:18 AM
From: mightylakers	Respond to of 196782

since lots of propaganda there Yes, the tone of the article surely reminds me of those "good ole days" <gg>

To: laodeng who wrote (6789)	2/1/2001 11:02:38 AM
From: straight life	Read Replies (1) \| Respond to of 196782

The new Red Herring (Feb 13) has a cover article on "Qualcomm in China" (sub-head: "Qualcomm's 8 year bid to enter China has become a matter of survival"). Not compelling reading. A snippet: "Qualcomm is using cleverly worded royalty agreements to plead it's case when it is obvious that CDMA2000 would be vastly more profitable for the company, suggests Wit SoundView Group analyst Matt Hoffman. He estimates that the difference in royalty revenue could be as much as 3% points due to the other parties, like ERICY, that stand to cash in on WCDMA patents" And: "The casual investor may have been fooled by Qualcomm's press release, but the AT&T Wireless move was a defeat," says Mr. Hoffman. Like I said, less than compelling.

To: laodeng who wrote (6789)	2/1/2001 12:12:35 PM
From: laodeng	Respond to of 196782

2/1/01 China Unicom CEO Yang Xianzhou visits employees before Chinese new year. On his first stop, he came to 133cdma facility located in western side of Beijing. 133 cdma network was formally transferred to China Unicom on 1/1/01. The network has opened 85 base stations in Beijing averaging about 1.25 miles apart. After inspecting the facilities, CEO Yang sounded very upbeat. He said that Unicom will try to be creative to build the new technology and new network of cdma. It will reach 10 million capacity before the end of this year. The network will cover nation's 200 major cities including the capital cities of all provinces as well as Lhasa(capital of "self- ruled" Tibet). It will also covers all the major highways. Yang also enthusiastically said that Unicom intends to build network into world largest and best cdma network. They will also upgrade the existing 133 cdma network and integrate it. Later, Yang also visited Beijing Unicom(subsidiary). The GSM network has reached capacity of 850k. Subscribers reached 650k. My notes: 1. Yang sounded very upbeat and this is no WTO tricks. 2. Seems contrary to the medium that Unicom will expand a "problematic, small" GreatWall network, it will be built in very large scale. GreatWall will be upgraded and integrated into the large network. 3. Differ from the US, almost all the capitals are the largest cities in the provinces averaging about 3 million people. 4. Beijing alone has 10 million people. With only 850k capacity for it's GSM network, Unicom could have a much large cdma network built with the spectrum they acquired from the military. laodeng