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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: J Langholtz who wrote (106978)	10/14/2001 11:08:16 PM
From: JohnG	Read Replies (3) \| Respond to of 152472

Unicom Puts 1,000 CDMA Cell Phones on Trial at APEC, Paper Says By Eugene Tang Shanghai, Oct. 15 (Bloomberg) -- China Unicom Ltd., which runs a cellular phone network in the country using Qualcomm Inc.'s technology, will lend 1,000 phones to be tested this week by delegates of the APEC meeting, Shanghai Daily said. Delegates and officials of the Asia-Pacific Economic Cooperation forum will be able to use these phones on Qualcomm's code-division multiple-access technology, also called CDMA, which can transmit data seven times faster than conventional cellular phones that run on a competing European technology, the newspaper said. Unicom, China's second-largest cellular phone operator, plans to expand its CDMA network by the end of this year, letting half a million customers in Shanghai use the phones for making ``visual phone calls,'' enjoying karaoke, downloading movies and watching television, the newspaper cited Unicom's senior technician, Chen Xu, as saying. Shanghai this week is hosting APEC's annual meeting, with 21 member economies, including the U.S., Japan, China and South Korea, which together account for half the world's economic output. (Shanghai Morning Post, 10-15, Page 2) or click {SNGI } for Web site. Access More Information and Services Above ©2001 Bloomberg L.P. All rights reserved. Terms of Service, Privacy Policy and Trademarks.

To: J Langholtz who wrote (106978)	10/15/2001 10:48:08 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 152472

JWL--I've changed my negative attitude on QCOM somewhat, based on two key factors: First, the events of Sept. 11 have taught people that wireless phones with position location capabilities can be lifesavers. QUALCOMM is the only company with a practical, workable, and inexpensive design to meet this demand. Second, the build-up of CDMA facilities in China, spurred by the need for really modern communications facilities in time for the 2008 Olympics, is going much better than seemed to be the case in early summer. QCOM negotiated agreements with the Chinese that they couldn't afford to refuse. At the same time, the key strategy being implemented by some of the large worldwide service providers (the ones committed to GSM) was to avoid the capital expenditure needed for upgrading to WCDMA or other flavor of 3G. That is still the case, but now it is becoming clear from the implementation of 3G in Korea that in areas where there may be competition between GSM/TDMA and CDMA, CDMA will win out, particularly where CDMA can offer features such as position location. Art