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To: qveauriche who wrote (103125)8/22/2001 10:29:50 AM
From: slacker711  Respond to of 152472
 
Why are we getting killed at the open?

It does seem a little odd considering the news out of TQNT last night. They stated that they were seeing a pickup in business with all of their wireless customers. There were a number of positive comments on CDMA customers....including a design win with a CDMA handset supplier that included 10 different models.

Only negative I heard was that the infrastructure market was still slow (no distinction was made between TDMA/GSM/CDMA).

Slacker



To: qveauriche who wrote (103125)8/22/2001 10:31:17 AM
From: Souze  Respond to of 152472
 
what the heck happened at 9:30?

Probably reaction to the Korea letter:

Message 16244147



To: qveauriche who wrote (103125)8/22/2001 10:34:29 AM
From: foundation  Read Replies (3) | Respond to of 152472
 
what the heck happened
----------

Trading off of the WSJ gossip piece on Korea 1x....

As we've previously read in greater detail and with greater lucidity, Korea carriers are mid-point in upgrading cell sites...

WSJ's uninformed (nothing new) doom and gloom take on 1x services is an easy one to trade around