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

To: S100 who wrote (20131)	3/9/2002 8:50:10 AM
From: David E. Taylor	Respond to of 196635

S100: ..."We continue to have doubts as to how Unicom will be able to meet its subscriber targets for the new network, largely as almost all new cellular additions in China are in the prepaid segment. If Unicom maintains its stated strategy of not discounting CDMA tariffs, we think it unlikely that the new network will be able to churn subscribers of rival China Mobile's network," said Joe Locke, regional telecoms analysts at ABN AMRO bank in a note to clients. He hasn't thought this through properly. Even with zero "churn" of Mobile subs, Unicom will still have to accommodate over 20 million new subs this year based on their current market share and MII estimates of 2002 sub adds. Even if all new Unicom subs are pre-paid, they will still have to migrate a large number of subs from GSM over to the CDMA network. David T.