Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (36358)	7/21/2003 8:32:25 AM
From: Ramsey Su	Read Replies (1) of 74559

Jay, the ABN Amro analyst obviously is new, even I have the answer to that one. I do not have as good a filing system as yours so I cannot reference the source. However, both CHL and CHU (and their respective parent companies) have disclosed the capacity of their GSM networks. CHL had invested minimally and CHU had invested almost nothing in the past two years to upgrade the capacity of their GSM network, choosing instead to concentrate on CDMA1X. Furthermore, as you probably know, the majority of Chinese wireless subs favor the prepaid plans. Unicom never offered a CDMA prepaid plan until just a couple of months ago in select cities and nation wide now. Anyone who follows CHU should know that they will be adding over a million cdma subs per month between now and yearend, to reach a 13 million~ target for 2003. Ramsey

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