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To: Ramsey Su who wrote (24543)3/20/1999 7:36:00 PM
From: JGoren  Respond to of 152472
 
Thanks for your analysis, Ramsey. I will try to keep my exuberance from becoming irrational.



To: Ramsey Su who wrote (24543)3/20/1999 7:39:00 PM
From: John Stichnoth  Read Replies (2) | Respond to of 152472
 
<I think the thread is making a little too big of a deal out of the article.>

But, Ramsey, doesn't China represent an important flex point in adoption of CDMA? And where Asia goes the rest of the world will now go... "Where China goes, so goes the rest of SE Asia"? Or some such thinking.

Best,
JS



To: Ramsey Su who wrote (24543)3/20/1999 7:57:00 PM
From: Harvey Rosenkrantz  Respond to of 152472
 
Thanks for the insight. Now if I can just figure out how to milk a carrot I might come up with a new biotech product that will outsell Maurice's Anita (tm).



To: Ramsey Su who wrote (24543)3/20/1999 9:41:00 PM
From: Maurice Winn  Respond to of 152472
 
*China and 3G* Yawn! So the South China Morning Post has figured out that China will go cdmaOne and cdma2000 or WWeb. Well, it was a foregone conclusion. Surely nobody on this thread was ever in the slightest doubt that China cancelling cdmaOne and going all GSM was just a feint to get a better deal.

China and everyone else will go cdmaOne and descendants because it is by FAR the most efficient and high quality way to go for the fewest dollars.

Surely the price won't rise on this news, but I don't mind if it does. I suppose it will.

They won't buy it to fix their trade 'deficit' with the USA or to get into the WTO or to get Made in China rights. They will buy it because it is by far the best way of providing cellphone service. They'll get the Made in China deals because it will suit the OEMs and China to make stuff in China.

What the SCMP article does is provide another clue that next week should see some real announcements.

Well Ramsey, we've hung around in SI for over three years now waiting for Q! to hit the big time. It looks as though we are there.

I'd give you a free, no charge and gratis political rant, but I'm out of steam. Let's just hope they keep Senator Lott and the Rabid Right in a cage while Zhu visits. I know, I know, that would breach animal rights and only China does that.

Mqurice

200/2/2000