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

To: Mark Fleming who wrote (23965)	6/20/2002 11:26:17 AM
From: jackmore	Respond to of 197028

>>...NOK mgmt hinted that it is possible that China Unicom could reevaluate its CDMA strategy...<< Shades of their peek-a-boo phone trick. NOK has no shame. Maybe they know they aren't going to be selling CDMA into China for quite some time.

To: Mark Fleming who wrote (23965)	6/20/2002 11:31:37 AM
From: kech	Read Replies (1) \| Respond to of 197028

NOK mgmt hinted that it is possible that China Unicom could reevaluate its CDMA strategy Nok management, that is a reliable source on Unicom. And they say this on the same day that they say they want to build CDMA phones in China - presumably for the Chinese market? Which press release to believe? <g>

To: Mark Fleming who wrote (23965)	6/20/2002 11:39:34 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 197028

That's a rich rumor from briefing.com. Who would China Unicom sell the CDMA network to - just another state sponsored company! It makes no difference. The Chinese see that to handle the growing use and to gain expertise for indigenous producers, CDMA is the only choice. Until CDMA shows a clear advantage, people will remain with their current provider. That's the way it is. Japan is showing what can happen in a market where a clearly superior product is available. The question is: "How long until each CDMA market develops to the point of clear advantage?" Given the investment climate, I think it will be longer than most of us would prefer. Jeff Vayda

To: Mark Fleming who wrote (23965)	6/20/2002 11:45:47 AM
From: carranza2	Respond to of 197028

This horse shit is incredible. It comes on the heels of the report about Nokia considering selling a low-end CDMA phone in China. What gives?

To: Mark Fleming who wrote (23965)	6/20/2002 12:10:21 PM
From: Ramsey Su	Read Replies (5) \| Respond to of 197028

before anyone gets too bent out of shape, I opine that the probability of this being true is not high, especially the way briefing reported it. Why? Unicom had totally abandoned the gsm - gprs migration path while 1x is already in place for 7 major cities. It would be rather difficult, not to mention costly, for them to reverse course. However, let us assume it is true, then the exact reverse of what lehman suggested would be true. It will be wildly bullish for most of the companies named. Why? 1. unicom cdma would not have to worry about stealing customers from unicom gsm. WAR. 2. there are only 3 potential buyers - telecom, netcom and railcom. 3. all 3 above supposedly got huge war chest and are salivating to get into wireless arena. 4. war chest = cap ex = happy vendors.