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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?

To: Oral Roberts who wrote (11589)	1/25/2002 12:49:22 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 23786

Especially when they finally figure out that China is going to slip through QCOM's fingers like sand. China Unicom has already bought their CDMA network. So, they won't see infrastructure sales for some time. China Unicom is trying to get subscribers, but the have a long time to go before they will utilize their capacity....and most importantly, the CDMA network is a fraction of the mobile wireless network that is in place. The bulk of mobile wireless users are on a GSM based network. QCOM cultist seem to always discount the installed base. China can only be bad news for QCOM. Either all of the good news is already priced in or more bad news can come out.