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

To: Ramsey Su who wrote (19883)	3/4/2002 5:15:11 PM
From: Ibexx	Read Replies (4) \| Respond to of 197244

CDMA growth in China will miss estimate - analyst LOS ANGELES, March 4 (Reuters) - A leading Chinese cellular network operator is adding customers to its new network far more slowly than expected and may miss its year-end targets by a wide margin, according to an analyst's note released on Monday U.S. Bancorp Piper Jaffray analyst Sam May issued a note based on a recent trip to China in which he said China Unicom Group and its subsidiary China Unicom Ltd. were likely to add only 3 million subscribers to their Code Division Multiple Access (CDMA) network this year. That is below Unicom Group's forecast of 7 million to 8 million subscribers, May said, and is negative for Qualcomm Inc. (NasdaqNM:QCOM - news), a wireless technology firm that developed the CDMA standard and licenses it worldwide. May said his note was based on meetings with Unicom, handset manufacturers, and equipment distributors. San Diego-based Qualcomm has said that it expects the Chinese market to be increasingly important in 2002, owing to its size and the potential for license fees and royalties. A Qualcomm spokeswoman could not immediately be reached for comment. May said he expected the news on CDMA network development and growth to be negative through at least the middle of this year, with CDMA subscribers making up 1.6 percent of the total Chinese cellular subscriber market by year-end. China Unicom, which already had a network running on the GSM standard, built the CDMA network in 2001 for $2.9 billion. In late February, the company said the growth of CDMA had been slowed because the phones were widely unavailable and more expensive. Ibexx

To: Ramsey Su who wrote (19883)	3/4/2002 5:38:40 PM
From: pcstel	Respond to of 197244

Ramsey: LWIN - same as VZ and AWE as far as deposit is concerned. Do they really need the new spectrum aside from larger foot print? Could be winner with 1X and competitive advantage with the all you can eat business model?? LWIN will be launching EV-DO later in 2002 according to FCC documents. My thinking is that it will be MDR (60-80kbs) faster than dial up, cheaper than wireline/ISP combo. $30-$35 flat rate. This is a market segment that AWE, Cingular, VoiceStream, Nextel can not compete in. LWIN is out to replace wireline. To do so. You have to be able to offer slightly faster than dial up speeds, without the busy signals. If you analyse the advantages of RadioOne ZIF. Then LWIN can purchase one of the 5Mhz pieces of spectrum coming to Auction this year, for a very cheap price. Have Qualcomm develop the software for 1600Mhz Infra and UT's, and launch Data Services on 3 TDD 1.25 Mhz carriers. PCS - could be big winner since they claimed they do not need any spectrum anyway. PCS also bought spectrum in Auction 35 via SVC Bid Co. PCSTEL

To: Ramsey Su who wrote (19883)	3/5/2002 3:38:31 AM
From: Maurice Winn	Respond to of 197244

NextWave vs FCC winners-losers due to spectrum in doldrums for another few years. You forgot: QUALCOMM = winner. Supplying the means to squeeze lots more into a spectrum-constrained environment. 1xRTT gets a big boost. 1xEV-DO too. Globalstar = winner. No shortage of minutes and will be cheaper than terrestrial services and FCC might let them use their spectrum on the ground [maybe in cahoots with Leap Wireless or Sprint or Verizon...hahahah - they did nothing with it last time around]. Isn't AWE in BIGGGG trouble with their GSM/GPRS ideas? Does it really take as long to produce a C-block decision as it does to produce W-CDMA? [1996 to 2003] A legal decision on NextWave's bids must be as difficult for legal minds to solve as for CDMA magicians to breach the laws of physics. Lawyers - big winners!! They don't need any spectrum either [and not much bandwidth by the look of it]. Sorry Carranza, JGoren, Pierre and co [it goes with the territory]. Mq