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Strategies & Market Trends : Drillbits & Bottlerockets
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To: John Pitera who wrote (7386)4/9/2001 4:48:07 PM
From: Jorj X Mckie  Read Replies (1) of 15481
 
As Perry pointed out, the PE issue is probably a non-event accounting entry.

However, I am not convinced that CDMA is going to be the standard that the world settles on. It is not farfetched to think that the evolution of the technologies and the internet will lean more toward building on legacy infrastructure. And technologies building on GSM may have the inside line here.

From the last mile thread
Message 15635564
The 85m mobile subs for China is the generally reported number. I believe that China Mobile has about 65m and Unicom has the rest. The current CDMA network in China is nothing but a trial network that was set up in 4 cities. The number of subs is probably around 500,000.
As to the $2.4 billion for a new CDMA network....well, in light of the current situation, your guess might be as good as mine. China Unicom asked for bids during the third week of March. Motorola, Lucent, Ericsson, Samsung and LG Telecom are supposed to be bidding on a network of about 13m subs that will be built over the next 18 months. The contracts are supposed to go out before the end of April with service beginning in October.

Who knows what will happen know?

Slacker

Another last mile contribution for reference.
Message 15625187
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