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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 (10004)	4/19/2001 9:24:11 PM
From: foundation	Respond to of 196782

"Current fears that the deployment of CDMA services by Unicom will cannibalize China Unicom's already-listed GSM services are groundless," said Xinhua Liu, telecoms analyst of consulting firm Burson-Marsteller. Unicom's new CDMA network uses the most updated technology that targets high-end users, most of whom are now subscribing to China Mobile's service, instead of low-end users who are mostly adopting Unicom's GSM service, said Liu." Message 15691555 ---------- "Call charges on the CDMA network will be less than half of those charged on the GSM network, which has more than 95 million users." Message 15660652 ---------- <g> Does any one else detect a contradiction? Clearly, cdma will be attractive to all mobile users, based on price alone. To whom is it so fearful that cdma may grab market share from gsm - even if Unicom's cdma cannibalizes its gsm networks? Certainly not Unicom. How would this prospect adversely affect Unicom's bottom line? How would this competitive edge be a liability to Unicom - as it competes with Mobile? Perhaps those gsm networks will receive 1x overlays sooner rather than later.... Clearly, Mobile is about to be beset with a clear disadvantage... especially as they look in vain to gprs for technologic parity...The 13, or for that matter, 50 million projected network capacity may be filled far sooner than most expect. How long will it take for Unicom to achieve subscriber parity with Mobile? Perhaps far less time than most expect. 2002 will be an interesting year for wireless in China...