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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 3:59 PM EST
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To: Ramsey Su who wrote (20812)3/27/2002 10:55:32 AM
From: slacker711  Read Replies (1) of 197280
 
I challenge them to tell me how many manufacturers, how many models, and how many handsets are available in each of the regions covering the 300 cities.

I think April 8 is going to be one telling date and there is some major telecom day in May.

As for cap ex, we need to understand who is talking, CHU or Unicom Horizon? Furthermore, were original expansions IS95 networks? Would all future expansion plans be 1X? The 7 trial cities are supposed to be all doing well.

I obviously dont have the answers to all of these questions. However, I hope that Qualcomm does....and I thought they were projecting a total of 1.3 million Unicom subs by the end of March. I wish I could remember where I saw that number....a presentation?

In any case, these numbers are pretty terrible anyway you look at them. Is it really this hard to design a handset with a R-UIM? It's never been a secret that these would be a requirement for Unicom.

As to the Capex plans....I think it was clear that the current network was all IS-95 (except the trials). The capex plan for this year was supposed to include upgrading the current network to 1x along with an additional new lines. Not much of a surprise that they are cutting back. What will really hurt is if they issue a GSM contract in the next couple of months.

Slacker
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