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

To: Ibexx who wrote (19884)	3/4/2002 5:16:40 PM
From: engineer	Respond to of 197246

Too bad he wasted his time and spent most of it sightseeing....

To: Ibexx who wrote (19884)	3/4/2002 5:21:24 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 197246

Beijing may settle world's mobile future RELATED SYMBOLS: (QCOM)(CHU) Mar 5, 2002 (The Australian Financial Review - ABIX via COMTEX) -- A commitment to business in China has paid off for San Diego-based technology group, Qualcomm. In the lead-up to China's accession to the World Trade Organisation, the Chinese Government required one of its two mobile telephone companies to set up a new network, using Qualcomm technology. China Unicom's code division multiple access (CDMA) cellular network began operations earlier in 2002. By 31 January 2002, it had signed up 439,000 subscribers. However, sources indicate that Unicom may not be totally committed to its new CDMA technology. Only 30 per cent of the world mobile phone market uses CDMA, with the rest of the world using the global system for mobile communications (GSM) standard, developed in Europe.

To: Ibexx who wrote (19884)	3/4/2002 5:39:41 PM
From: Ramsey Su	Respond to of 197246

Ibexx, unlike consensus opinion, I actually believe most analysts are quite informed and their reports very worth reading. It is usually the "conclusion" that is questionable. In this case of Piper Jaffray, this analyst clearly missed the boat. As an example, this is from his report: With the exception of Motorola, most major foreign handset vendors do not intend to enter the CDMA handset market in 2002, implying the near-term opportunity may be too small for the consideration of OEMs such as NOK and ERICY. He obviously is not even aware of the list of approved manufacturers. The list of companies they supposedly visited did not include ZTE, Haier, Hisense and not even MOT. To think that the likes of Nokia or Ericy would not be interested in a market such as China is ludicrous. They should have invited me to go along. I would have gone just for the food. <ggggg> Ramsey