Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: zx who wrote (2438)	10/24/2000 1:52:53 AM
From: zx	Read Replies (1) \| Respond to of 19633

TLCM and CATS by: genie7328 10/23/00 3:12 pm Msg: 1175 of 1197 Telcom semi had earnings of .19 per share, 30% above estimates (announced yesterday) The have double the market cap of cats and a PE of 12. I wonder what will happen in the likely event cats Q2 EPS is between .40 and .60. (TLCM is up about 10% today.) That would be like TLCM having an Q EPS of over $1. EOM OFF topic. NSM warned but some good news. MOTOROLA NEWS- it's HUGE... by: bdf1311 10/24/00 12:17 am Msg: 27918 of 27934 Technology News Tue, 24 Oct 2000, 12:02am EDT Lucent, Motorola, Texas Instruments Win China Cellular Phone Contracts By Eugene Tang Hangzhou, China, Oct. 24 (Bloomberg) -- Lucent Technologies Inc., Motorola Inc. and Texas Instruments Inc. have won separate tenders from China's Ministry of Information Industry to make a new generation of cellular phones for the country's phone market. Under the terms of a tender award seen by Bloomberg, the three U.S. communications firms will each supply flash memory chips ( where do they get their flash memory ?) and computer software to their Chinese partners to each manufacture at least 25,000 cellular phones running on general packet radio services, or GPRS technology. The new cellular phones, which must all be ready for sale in the Chinese market by the end of 2001, will be able to send wireless data at 128 kilobytes per second, 13 times faster than the 9.6 kilobytes found on existing cellular phones. That lets phone networks squeeze more data through cellular phones and opens up a wider range of services for consumers. ``This will be the great leap that deepens our technology and skills transfer,'' said Shi Jixing, chief executive of Eastern Communications Co., China's biggest maker of cellular phones, which will partner Motorola in the project. The project -- funded by China's Ministry of Information Industry -- marks another step by the government in its push to technologically strengthen domestic phone makers in a market dominated by foreign counterparts. Nokia Oyj, Ericsson AB and Motorola together account for more than 60 percent of cellular phones sold in China. Eastern's sales comprised only 6 percent in 1999, Shi said. For foreign phone companies such as Lucent and Motorola, the project gives them a bigger bite of Asia's No. 1 cellular phone market, which is seen growing another 25 percent to 100 million users within the next two years. China reported 57.1 cellular phone users at the end of March, surpassing Japan as Asia's biggest cellular phone market. The new GPRS phones will create demand for a new generation of memory chips, the type made by Texas Instruments, whose chips are now found in two-thirds of the world's cellular phones. For Motorola, it's a continuation of existing business with Eastern Communications. Motorola has sold about $1 billion worth of cellular phone components to Eastern since they started making cellular phones together in China in 1990. The GPRS project has been awarded to four groups of companies. Motorola and Eastern form the first group. A second group is formed by Lucent Technologies, with Konka Group Co, one of China's biggest makers of televisions and home appliances. A third group comprises Texas Instruments, supplying its signal processors to ZTE Corp.; Xiamen Overseas Chinese Electronic Inc.; Beijing Huahong IC Design Corp.; and Ningbo Bird Co. ZTE is a unit of Shenzhen Zhongxing Telecom Co.,the country's biggest maker of fixed line phones. Zhongxing last week unveiled a separate venture with China Unicom Ltd. to introduce new cellular phones using Qualcomm Inc.'s code division multiple access technology. The last group to win the tender is led by China's state-run electronic communications firm CEC. It brings together three of the country's biggest computer and phone equipment makers: TCL Telecommunication Equipment Co., Qingdao Haier Refrigerator Co. and Legend Holdings Ltd. bdf1311, watch MOTOROLA