SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ericsson overlook?
ERIC 9.395+1.1%Nov 21 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Caxton Rhodes who wrote (3278)5/27/1999 5:09:00 AM
From: tero kuittinen  Read Replies (2) of 5390
 
OK - it's a major revision in our definition of "toast". I'll have mine with blueberry jam. Of course, TDMA and GSM are technologically similar and will be incorporated in multi-mode handsets next year. What we're looking at is at least 65% combined global market share for TDMA/GSM in 2003. And the TDMA growth estimates in the S&B research are seriously out of whack. S&B's track record in predicting GSM growth during the last five years pretty much speaks for itself.

What is singular about China Unicom is their position as perhaps the most unsuccessful mobile operator in the world right now. In every other market, new challenger operators have been able to make sizable market share gains at the expense of the former state-owned monopoly. China Unicom is the only example of a mobile start-up which has actually been beaten by the state-owned company. And now they are promising country-wide roaming with a 870 million dollar network expansion? I thought China is somewhat bigger than Rhode Island.

My favorite sentence in the article was: "Major Chinese handset suppliers include Motorola, Qualcomm Inc. and South Korea's Samsung Electronics". It's a daring redefinition of the word "major". Could somebody help me out here? Is Qualcomm's market share in China 0,4% or 0,6%? I can't recall.

I think we are creating an entirely new vocabulary here. Orwell would be intrigued.

Tero


Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News