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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 (30978)	1/10/2003 9:16:48 AM
From: Jeff Vayda	Read Replies (2) \| Respond to of 197214

Ramsey, thanks for the data points. As most of us sit here in the US and watch the developments, it is nice to have you and other SI members monitor the Chinese press. All this is a done deal IMO. The Chinese government's involvement in the business is something most 'westeners' keep missing. 3G is a done deal. The Chinese government has made it quite clear that it is important for the country. Unicom put out a number (7 mill) and it was in everyone's interest to make sure the number was achieved. The government will not structure any coming 'awards' to hamper the situation. Unicom gets the go ahead, Mobile gets the go ahead and a couple others will get green lights also. (IPOs to get free money from foreigners - so local companies can supply more products - what a deal!) You offered one passage, which I would like to request some clarification: (Unicom) relying on 3rd phase to pass Mobile Pass them how? Total subs? 3G subs? ARPU ? Thanks Jeff Vayda

To: Ramsey Su who wrote (30978)	1/10/2003 9:22:20 AM
From: Jim Mullens	Read Replies (1) \| Respond to of 197214

Ramsey- Thanks for another positive article. There appears to be an inconsistency in these two statements. I believe the second to be the correct one. 1.>>> Unicom is planning that……. within 3 yrs,……. CDMA would cover the entire city class cities nationwide (I think that includes big villages), with a capacity of 50 million, at a total cost of 70 billion yuan (US$8 billion ~) 2. >>> 3rd phase - 50 million sub capacity - estimated to be 30 billion yuan cost - estimated completion……….. by yr end 2003.

To: Ramsey Su who wrote (30978)	1/10/2003 9:42:50 AM
From: rkral	Respond to of 197214

Ramsey, re "(Table for the 3 phases of Unicom's project) 1st phase - 15.15 million sub capacity - 30 billion yuan cost - completed Oct 2001. 2nd phase - 30 million sub capacity - 20 billion yuan cost - estimated completion by March 2003. 3rd phase - 50 million sub capacity - estimated to be 30 billion yuan cost - estimated completion by yr end 2003." With the costs of the 1st and 2nd phases at 30 billion yuan and 20 billion yuan, respectively, .. the cost numbers are obviously incremental. IOW, the total cost after completion of the 2nd phase is $50 billion yuan. Do you understand the capacity numbers to be incremental also? IOW, when 2nd phase is complete, will the total capacity be 45.15 million subs? For clarification, the following table additions seem appropriate: 1st phase -- 2G -- cdmaOne 2nd phase -- 2.5G -- CDMA2000 1x 3rd phase -- 3G -- CDMA2000 1xEV-DO(?) Ron