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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 (27793)	10/15/2002 12:51:27 AM
From: mightylakers	Respond to of 197253

Hey long time no see Laodeng. When I was in China back in July, CDMA was still such a strange and remote term to people. It is nice to see the tide to be turned finally. Next year will be big, with BREW, 1x in the place, with networks coverage getting better and better, and with possibly China Telecom and Netcom follow the path, the sky will be the limit. The only thing can stop it is a war between US and China. That will be scary.

To: laodeng who wrote (27793)	10/15/2002 6:56:07 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 197253

WSJ version of Unicom 4 million CDMA subscribers news : China United Telecom CDMA Growth Quickens, Users Total 4M DOW JONES NEWSWIRES BEIJING -- China United Telecommunications Corp., the smaller of China's two state-owned mobile operators, had more than 4 million subscribers to its national code division multiple access, or CDMA, network as of Monday, the official Xinhua news agency reported. That means China United signed up about 1 million users in the three weeks since it last reported subscriber figures. It had 3 million CDMA users as of Sept. 25. China United Telecom, the parent of Hong Kong-listed China Unicom Ltd. (CHU), also said it had 57 million users on its mobile network that uses the global system for mobile, or GSM, telecom standard. Xinhua quoted a China United spokesman saying that the numbers demonstrated that the company is still adding new GSM subscribers even as it pursues the high-end market with its more-expensive CDMA service. -By Andrew Batson, Dow Jones Newswires; 8610 6588-5848; andrew.batson@dowjones.com Updated October 15, 2002 6:26 a.m. EDT Copyright © 2002 Dow Jones & Company, Inc. All Rights Reserved.

To: laodeng who wrote (27793)	10/15/2002 9:22:07 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 197253

Now that the 7 million sub target appears to be in the bag, the focus may shift to: 1. wonder what the CPGA was? hope not too high. 2. no further mention of pre-pay plans. that should be good? 3. ARPU for CDMA was substantially higher than GSM, based on the last time Unicom mentioned that number (can't find source right now). wonder if ARPU is continuing to go up or compromised by all the incentives? 4. Handset availability may still be the limiting factor. 5. With 1X scheduled for launch next year, when is Unicom going to switch to all 1X handsets. wonder what percentage of handsets sold today, if any, are 1X for capacity even if they are not data ready.