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To: marginmike who wrote (95428)	3/8/2001 11:32:56 AM
From: foundation	Read Replies (1) \| Respond to of 152472

I know Samsung is one of them ----------- Samsung inventory issues were never clarified as GSM or CDMA related - and Samsung provides both - including GSM handsets to large Euro operators including Orange.... It would seem curious for Samsung to have huge inventories of homeless 2G cdma handsets - in light of Samsung's entry into India - as well as announced affiliation with Unicom.... But who knows - it's hard to think of a more credible source of information than hedge funds and traders....

To: marginmike who wrote (95428)	3/8/2001 11:51:37 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 152472

MM; Huge inventory of unsold phones. Perhaps a build up of inventories to support new markets? (India and China come to mind) (8277 moderated thread) ...Samsung Launches First Mobile Phone Using Cdma in India By Asia Pulse , Mar 08 2001 .... Korean electronics giant Samsung on Wednesday launched its first mobile phone using CDMA technology in India... "We greatly appreciate the Indian government's decision to give limited mobility to the basic operators in India. The Indian market is strategic, high potential market for us....the Indian market was expected to have two million subscribers of CDMA technology this year, and this was a vast opportunity which Samsung has tried to tap with the launch.... Jeff Vayda