Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: foundation who wrote (15783)	10/15/2001 10:23:34 AM
From: kech	Read Replies (1) \| Respond to of 196586

Haven't there been some recent suggestions that the problem with KDDI's delay is the wait for the 5100 chip or does it still rest at Motorola's feet?

To: foundation who wrote (15783)	10/15/2001 10:27:00 AM
From: slacker711	Read Replies (1) \| Respond to of 196586

Motorola is the only foreign company of 19 suppliers to receive the license. Last month, Motorola signed a supply agreement with China Unicom to provide 2 million CDMA handsets for its initial CDMA market. China Unicom, the China mainland's second largest telecom operator, is deploying a nationwide CDMA network capable of supporting a subscriber capacity of 15 million users this year and plans to expand it 60 million subscribers by 2005. This is the first I have heard about an actual agreement between MOT and Unicom for handset orders. An initial order for 2m handsets sounds pretty good. Hopefully, the Chinese companies are ready for handset production by the end of the year. Also....wasnt the previous number 50m subs by 2005? Slacker

To: foundation who wrote (15783)	10/15/2001 10:55:02 AM
From: gdichaz	Respond to of 196586

Ben: Having watched Motorola over the years, I share your concern. Worst of all is the cosy relationship demonstrated time and again between Motorola and the key Chinese Ministry - exceeded perhaps only by that of Ericsson with that Ministry (and Nokia's to a lesser known extent BTW). And at this point Motorola seems less reliable for Qualcomm than Ericsson - though this is something of a Hobson's choice. In any case, the momentum of the CDMA roll out in China seems to be clear. Doubt Motorola will prevent that happening, but either through ineptness or deliberately (we will probably never know) the delay with KDDI may be repeated in China for Motorola's part of the infrastructure. But the rest (such as Lucent's) should proceed OK. Seems like that is happening. And the "demonstration" in Shanghai thanks to Lucent should be an eye opener. And that is even without the additional advantages that the new chips announced in the past couple of days provide. By the World Cup, those new chips should permit an even greater and more widespread eyeopener - worlwide (except within the EU). Best. Chaz

To: foundation who wrote (15783)	10/15/2001 5:31:18 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 196586

>>Is this a serious threat for cdma in China?<< Ben, if the Motorola equipment fails to perform properly, they can simply buy new chips from QUALCOMM, which, after all, has a pin compatible solution. I'm a little more optimistic here. The worst that could happen is that Motorola doesn't make as much profit, and in the end, the institutional investors who like Motorola so much may reconsider and start shifting to QUALCOMM. Art