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Technology Stocks : Ericsson overlook?

ERIC 9.395

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Nov 21 3:59 PM EST

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To: Caxton Rhodes who wrote (3278)	5/26/1999 11:06:00 PM
From: Jim Oravetz	Read Replies (2) of 5390

Regarding the Chinese deal: <<Unicom will spend $870 million this year to build its CDMA network, which will initially serve 2 million customers. Network capacity will expand to 10 million users and cover 160 Chinese cities beginning next year. The company is aiming for a 30 percent share of the Chinese wireless-services market by 2003.>> 35M/X = 30/100 % X = 116M total subscribers 35M/3yr = 11.6 M/yr <<Moreover, Unicom will focus more heavily on third-generation wireless communications technology than other Chinese operators, said Li Zhengmao, Unicom's vice-chief engineer.>> Several things do not seem right to me regarding the article. Like the spending $870M on equipment this year and still be a supplier of 3rd G technology. With the "finalized" spec for 3G not yet complete. Can delivery of systems (who many? ) this year, still be a reality? Also, the number of total subscribers for 2003 in China seems awful low. How many Chinese are there? Lots. Only 116M wireless sub. three+ yrs from now? Seems kind of low to me. Same with the 12M per yr numbers. Pretty low. Jim

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