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To: Sonny Blue who wrote (12120)	6/20/2002 2:35:33 PM
From: Bill Harmond	Respond to of 57684

11:11 ET Potential sale of Unicom's CDMA network could hurt equipment makers-- Lehman Lehman says that NOK mgmt hinted that it is possible that China Unicom could reevaluate its CDMA strategy, possibly by selling the struggling network in order to focus exclusively on its healthy GSM biz (checks suggest that Unicom is considering this as well); if this were to occur, it would be negative for CDMA wireless equipment names such as LU, NT, MOT, and QCOM, as there would likely be period of substantial slowdown in network investment. Briefing.com notes that comm IC suppliers such as AMCC, VTSS, etc may be affected as well.