MM, Come on, objective? You have to be kidding?
The CDMA network is the fetus stage, Tero's rambling like its been up and running for years.
The second is the sheer magnitude of China Unicom's fiasco in launching CDMA.
Way, way, waaaaaaaay premature.
So what possessed Unicom to mess with its winning strategy and launch a new digital network using CDMA?
How about way more capacity, data, and profits for Chinese manufacturers?
Well, at the current rate, it won't take the projected three years for Unicom to hit 50 million CDMA subscriptions. It will take more than 400 years.
Yea right, Unicom is only going to add 9k subs a month in the future, give me a break.
Never mind that the roaming is limited and the phones mostly have downmarket brands such as Haier. Never mind that high-income, urban professionals already have GSM phones.
The strategy is to have the Chinese build the handsets for the CDMA network, not foreign entities. The Chinese want the profits from CDMA to go to the Chinese and not repeat the GSM scenario. Don't forget that Samsung was a "low end" company only a few years back. Now they are leaders in cell phones, TVs, Monitors etc. No newly launched Chinese phone manufacturer will be a Nokia or Samsung overnight.
Unicom has made every mistake in the book by trying to launch a new digital standard in a market with 150 million users of a rival standard. The company now faces an excruciating choice: either slow down its runaway GSM success to feed the CDMA operation or cut its losses on the CDMA front.
This is absurd, there is monstrous room for cell growth in China. Yea, this is the same mistake PCS and VZ made and now dominate the U.S. market in sub growth, subscribers, capacity, not to mention the nationwide launch of 1X this year.
Sounds like Tero is whining again because Unicom went CDMA. Yea, the world would be a better place if GSM was required by law to be the only mobile standard.
Sheesh!
Caxton |
