Hi Harry. On QCOM, nothing new. Some of QCOM's problems are unique to QCOM. Samsung, a $19B privately-owned company that does not care about margins, is pushing into the US with a $10M advertising campaign. They had ~60% of Korean H/S market in 97 and with 600K/month factory capacity and cheap currency, they love to sell more H/Ss in the US. They sell to HK & Thailand as well but their biggest deal has been with Sprint so far.
BTW, In tradition showing market leadership instead of me-too technology, last month STA(Samsung Telecom America) introduced a smart CDMA phone that runs Windows CE and can handle word processing, email, spreadsheets, and the net access. Supposed to be available in Q3.
I've heard of sales forecast to Korea being cut but Japan & China kept enact. HKT sales look OK but a bit pushed out. The total Asia Pacific subscriber growth in 98 has been cut from ~36M to 32M. ~70% of it is currently PDC, GSM, TACS, and PHS systems.
FYI, total H/S users in SEA was ~68M in 97. Worldwide, 8M CDMA users in 97, up from 5M in 96. ~1.5M in the US. Canada is small.
A lot of talk about 3G(third gen.) these days after ETSI's initial vote in favor of ERICY and NOKA W-CDMA proposal. Drone it!!!
>>What is your opinion on CIEN?
Techie took some notes but I need to ask her if she wants to share parts of her notes here. As you said, CIEN is SPCT-ized.
>>Do they have a presence in OC192? I know that NT and LU both have aggressive OC48 and OC192 programs going.
No problem. CIEN's new product can do 40 channels (wavelength) @100Gb/sec. LU's 400G/s, 100-ch product won't be shipping till next year.
Also, not all carries are interested in OC192 (10Gb/s). I know QWST is putting in OC192 from the start. But the bigger question that most carriers are dealing with as far deployment/enhancement of WDM/DWDM is whether to add more wavelengths to existing fibers or add new SONET multiplexing equipment that runs at higher bit rate(OC12--->OC48.)
Clint |
