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.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: DWB who wrote (116004)	3/26/2002 1:14:04 PM
From: arun gera	Read Replies (1) \| Respond to of 152472

>Or are you telling me the Chinese won't buy CDMA handsets as replacements because of the superior quality of GSM?> Some questions. Who directly sponsors the handset in the Chinese wireless market - the carrier or the customer? Does the customer buy the GSM handset from anywhere and then gets it activated by the carrier? The price of a new handset in China is probably $100-200. That should be pretty much a month's salary of an average knowledge worker. If the customer buys the handset, that's a big investment (unless the handset is a used one). And the subscriber will stay with the carriers that can support his handset. The price of the handset in the richer nations is very small in comparison to monthly incomes. And even that low amount is subsidized by the carriers to attract customers. So it is amazing that the Chinese are willing to put so much down to acquire a hand-set. Obviously, 100 million of them have done it once. But will they do it again and again? Anybody have any churn numbers out of China? Arun

To: DWB who wrote (116004)	3/27/2002 8:46:13 AM
From: Rajala	Read Replies (1) \| Respond to of 152472

>What about Europe, Korea, Japan, and the US? Last time I >checked, digital standards in each of those places seem to >have been widely accepted, despite analog being there >first. And at some point, their growth looked like the >Unicom CDMA growth does now... Whoa. The growth of the mobile phones in Europe has not been as low as Unicom CDMA growth since the first good system was built. Couple of thousand monthly new users? Dweeb, you have to visit Europe one day. We are not talking Alabama here. - rajala