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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 (7267)	2/13/2001 11:05:12 AM
From: foundation	Read Replies (1) \| Respond to of 197155

Why do they want to keep it quiet as long as possible? ---------- Perhaps WTO negotiations with Europe? Perhaps maintaining leverage with integrating las-cdma with 1xevdv in 3GPP2? ((Framework technologies for 1xevdv are scheduled to be decided between mid Feb and mid April.)) IMO, tscdma receiving imt2000 status as it's converged within 3GPP would have little or no impact on deliberations to install a 95a,b or c (1x) network......

To: kech who wrote (7267)	2/13/2001 11:26:13 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 197155

Tom, TD-SCDMA is vaporware, a face saving vaporware for nothing more than national pride. Just think of it logically. No one ever had any TD-SCDMA products that are remotely commerically available. In this highly competitive world, even China would not use risk the billions involved in an unproven system. One of the major reasons why China wants CDMA is because of their total screw up in the GSM world. Laodeng told me that China MII authorized 20+ GSM manufacturers and yet, couldn't capture much of the GSM market. As we have discussed here for months, China is not going to make the same mistake with CDMA. There are two issues involved here. 1) are the domestic manufacturers ready to deliver, both in terms of technical competence as well as production capacity? 2) what type of external pressures would China receive, especially with WTO still in doubt, if China awards all the contracts to domestic manufacturers? Now, why would China NOT want to keep it quiet? Ramsey