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To: Uncle Frank who wrote (113301)	2/14/2002 3:28:30 PM
From: Jorj X Mckie	Respond to of 152472

But they've already materialized. Two points: 1. If they have materialized, then as an investor you should be thinking along the lines of "Yes, but what have you done for me lately?". In other words, the news is out. 2. China Unicom is a drop in the bucket compared to the rest of the competing infrastructure that is being deployed.

To: Uncle Frank who wrote (113301)	2/14/2002 3:28:45 PM
From: Keith Feral	Read Replies (2) \| Respond to of 152472

Frank: The real question that begs to be asked is whether Chinese would rather support domestically produced CDMA handsets or externally produced GSM handsets. There is room for both and CHU will have a 35 million line CDMA2000 system by the end of the year. The only question is where will they get all the handsets. CDMA licensing deals has thrown a life line for local manufacturing to end to globalization in telecommunication equipment. QCOM handed out licenses in exchange for small private equity interests in these companies to encourage handset production at the local level. I have no clue if Jorg has an agenda. However, CDMA in China is great for the people of China just like it has been in Korea and Japan where Euro market share is zero.