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

To: foundation who wrote (27004)	9/23/2002 8:22:40 AM
From: foundation	Respond to of 196725

S. Korea's Cdma Exports to China Likely to Keep Rising By Asia Pulse Pte Ltd, Sep 23 2002 Local CDMA (code division multiple access) equipment and handset exports to China are booming as the country is expanding the scale of telecom projects, the Ministry of Information and Communication said Monday. China Unicom Ltd., which began a CDMA-based service earlier this year, has reportedly decided to double the number of CDMA circuits originally planned in the second-phase telecommunications network project due to rising subscriptions. China's No. 2 cell-phone operator built 15.81 million circuits in its first-phase project early this year and plans another 19.85 million circuits by the second quarter of next year. Industry sources expect the number of CDMA subscribers in China will exceed the previous forecast of 4 million to reachA7 million by the end of this year. Samsung Electronics Co., which has already signed contracts with four provinces in China to supply CDMA equipment, plans to expand the number to 10 provinces this year. The world's third-largest maker of mobile phones, which occupies 70 per cent of China's CDMA-based handset market, will also start to export 700,000 cdma2000-1x mobile phones to China from October, the first third-generation handsets in China. Other major telecom operators, including Jung Ang System Co., area also in the process of negotiations to export a combined $1 million worth of repeaters to China. Withus Co., for example, forged a $184,000U contract with Maxcom Electronics Ltd. and China Unicom supplying repeaters to the Chinese companies. LG Electronics Inc. is also working to clinch a supply contract with China involving about 500,000I CDMA phones. (Yonhap) (C) 2002 Asia Pulse Pte Ltd. thefeature.com

To: foundation who wrote (27004)	9/23/2002 11:43:01 AM
From: foundation	Read Replies (2) \| Respond to of 196725

re: China and 450 MHz ========== "Industry sources indicate some of China's fixed-line operators want to enter the mobile wireless business through cdma2000 networks that operate in the 450 MHz band" Telecom? Or Netcom? Or both? Railcom? Is this Telecom's compensation for waiting on its "3G" license? Is Telecom (or MII) tired of Telecom pouring money down a PHS hole? It seems very unlikely that MII harbors plans or preferences for PHS technology, as it simply feeds a foreign vendor - to be supplanted by Huawei and ZTE... It's also likely that Netcom wants a piece of Telecom's limited mobility market... If fixed line operators are successful in introducing cdma 450 networks - especially prior to the award of formal 3G licenses - how will it influence Mobil's - and MII's - technology choices? How would Telecom and Netcom view 2.1mhz spectrum? And just as China infrastructure vendors (and MII) have identified cdma450 as an opportunity, will they embrace GSM1x as well? The possibilities are geometrically - perhaps exponentially - greater.