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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?


To: tajen who wrote (6883)3/29/1999 3:35:00 PM
From: blue_lotus  Read Replies (1) | Respond to of 21876
 
Hi tajen,

>Who's going to benefit the most from China's CDMA wireless plan?

I believe that LU, ERICY or MOT will stand to benefit from infrastructure sales to China. Ericy probably has the greatest clout there.

QCOM, SAMSUNG and MOT shall benefit on the Handset sales to China.

QCOM shall benefit some more on all the ASIC sales to SAMSUNG and others and also royalties from all the infrastructure and phone sales.

Should be a very big positive for the entire Wireless Equipment Industry. China has a huge potential both in Mobile and WLL areas.

-Raj