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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: laodeng who wrote (6368)1/22/2001 11:33:54 AM
From: Eric L  Respond to of 197253
 
re; China Unicom Subs - CDMA "Augmentation"

>> China Unicom Reports Skyrocketing Wireless Growth

TelecomClick
Jan 18 2001

China Unicom announced Thursday that its wireless subscriber base had tripled in one year, spurred by explosive growth in China’s mobile sector.

Unicom, a publicly traded company still majority-owned by the Red Chinese Army, saw its numbers increase from 4.2 million in 1999 to 12.8 million this year, a 305 percent increase.

Its more established paging business saw a more meager increase of 1 million subscribers from 43.5 million to 44.5 million. While the company is expanding rapidly into wireless, data and international direct-dial businesses, paging still remains its core business, accounting for half of its annual revenues.

The company also announced that its international long-distance traffic increased by more than 12 times last year to 1 billion minutes annually, and that it had expanded its domestic data backbone, linking 250 Chinese cities with 56,000 kilometers of fiber.

China Unicom went on a capital rampage last summer, staging a massive IPO that generated billions of dollars in capital to fund its wireless network expansion plans. Listing on the Hong Kong, London and New York Stock Exchanges, the company went public just in time to join the downward spiral of telecom stocks globally.

Adding to its problems, a posturing Chinese government put on hold Unicom’s plans to deploy cdmaOne networks across the country.

Since then, China Unicom has agreed to augment its primarily GSM networks with CDMA technology. <<

- Eric -



To: laodeng who wrote (6368)1/22/2001 12:08:49 PM
From: tradeyourstocks  Read Replies (1) | Respond to of 197253
 
loadeng- welcome

What happened from those visits only can be speculated as "not satisfactory" because cdma's voice was dead down again

Actually, it seems that the govt organizations have cleared the road to cdma since then with the signing of the MOU by MII and the completed transfer of Great Wall to Unicom in the recent months. I'm not sure why you think cdma is dead again but it's possible that it will actually be the Nortel, Lucent and Motorola's of the world that would get much of the infrastructure business at first. This could be the main reason ZTE and other Chinese manufacturers are upset?

MicroE



To: laodeng who wrote (6368)1/22/2001 12:11:14 PM
From: JohnG  Read Replies (1) | Respond to of 197253
 
Laodeng, Welcome to the thread. I have followed the comments on RTS for some time now.
JohnG



To: laodeng who wrote (6368)1/22/2001 1:13:14 PM
From: Ramsey Su  Read Replies (1) | Respond to of 197253
 
laodeng,

this is the official welcome. I just need to know how "lao" is "lao"? How do I know that you are not just a geeky kid like mightyL trying to fool laoSu? :-)

China is confusing and worrying a lot of q investors. I wonder if you have any contacts that can check on the following:

1) who is currently providing handsets to the Great Wall subs?

2) the great wall network in the five cities still have a few hundred thousand excess capacity, are they advertizing for new subscribers now?

3) it would make the most sense for Unicom to upgrade those cities (Beijing, Shanghai, Xian, Tianjing and GuangZhou) since there are probably 40+ million pop. Is anyone doing anything there?

4) qc supposedly has a ton of tech transfer that had taken place since the license agreements. For all practical purpose, unicom/China does not have any type of CDMA system up right now. Wouldn't it make the most sense for them to do start right at 1X, or 1X + HDR? This will help China leap frog to the state of the art system?

Ramsey