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To: Edward Burgener who wrote (9453)	3/29/1998 11:51:00 AM
From: Sawtooth	Read Replies (1) \| Respond to of 152472

Edward: Your point is well made. Yesterday I was reading about China's announced plans to spend a TRILLION Dollars on infrastructure buildout over the next ten years. I don't remember exactly "who" it was that announced this, but the thought is mind boggling, just the same. Regards.

To: Edward Burgener who wrote (9453)	3/29/1998 2:31:00 PM
From: gdichaz	Respond to of 152472

Also agree. The sleeping giant tiger is awake. China is much misunderstood for multiple reasons - including the huge size and diversity of China itself and the cross trends taking place right now. But Deng's imprint is still strong IMO and if anything the move toward economic liberalization is accelerating. When we think of the next century, China is key. The bad news is that so far GSM has been almost alone in place - altho widely scattered. The good news is the sophistication re technology and drive for development that some influential people in power (including top leadership) now have. The experiment with CDMA and Qualcomm's participation in particular is significant IMO - not only for China itself but the world of the future. Comments? Chaz

To: Edward Burgener who wrote (9453)	3/29/1998 2:47:00 PM
From: Greg B.	Respond to of 152472

Edward: The shorts think QC's growth rate will hit a brick wall. With political uncertainty about UMTS and ERICY's venture into their own W-CDMA, perhaps this is a source of concern. Maybe someone has inside track on ITU politics. Or is there inside knowledge about the GSM overlay. How about the Su effect, more powerful than this century's strongest El Nino. Would really like to hear more about CDMAone overlay GSM applications. China is one of many places that can benefit from its advertised advantages. Shouldn't the overlay accelerate growth? Greg