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

To: slacker711 who wrote (33967)	4/8/2003 10:18:28 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 196553

Slacker--Does RFMD provide components going into every CDMA handset, or do recent models with the zero IF chips eliminate the need for RFMD parts? Art

To: slacker711 who wrote (33967)	4/8/2003 11:35:58 AM
From: Eric L	Respond to of 196553

ZTE on CDMA Handset Pricing >> Rivalry Seen Depressing Price Of Cdma Handsets Georgina Lee Hong Kong The Standard thestandard.com.hk ZTE Corporation said intensified competition meant prices for new CDMA (code division multiple access) handsets would decrease by between 30 per cent to 50 per cent within six months of their launch. ZTE technology centre director Sun Zhenge said yesterday the average price of CDMA handsets was currently 3,000 yuan (HK$2,827), but prices of the handsets could fall to between 2,000 yuan and 2,500 yuan within six months of their launch. ``Handset competition will definitely intensify this year, and the good sales we enjoyed last year might not be repeated this year,'' Sun said, noting Finnish handset giant Nokia's plans to enter the CDMA handset sector. ``We think Nokia has decided to concentrate on China's CDMA market this year because it sees market potential is increasing,'' he said. It was reported last month that Nokia planned to merge its four joint ventures in China, with the new CDMA handset company to be headquartered in Beijing. Globally, CDMA is the second-largest mobile network after the global system for mobile communication (GSM). Despite the increased competition, Sun said ZTE was aiming at 2 million sales of CDMA handsets. It also aimed to increase CDMA handset sales to 10 per cent of handset revenue. Sun said the company further hoped to increase handset supplies to China's second largest mobile network operator, China Unicom, which this year had a target of 11.4 million new CDMA subscribers. ZTE, one of the sponsors of the 3G World Congress in Hong Kong in June, expects Beijing to award four 3G licences by mid-2004. As more than 90 per cent of mobile users in China were subscribers to the GSM network, Sun said development of the technology into wideband CDMA, or W-CDMA, which was popular in Europe, would be more likely among China operators. But unlike the US or Europe where more future 3G users were current 2G or 2.5G users, in China more future 3G users would come from first time mobile users. Such subscribers would expect more from the handset at a lower cost, denting margins for mainland operators and handset sellers who would then have to price 3G handsets lower than their overseas counterparts. A Nec606 videophone at Hutchison's Italian 3G venture is selling for 780 euros (HK$6,515), plus a monthly fee of six euros. Sun said ZTE was the only telecom equipment vendor in China engaged in the research and development of CDMA2000, also a 3G mobile technology standard. He expected that China Unicom, based on its existing 2.5G and 2.75G services, would likely migrate to CDMA2000, which was popular in the US and Japan. But Sun said he expected the mainland government to award both W-CDMA and the home grown TD-SCDMA, or time division synchronous code-division multiple access, simultaneously before CDMA2000, following its European counterparts. Last month, ZTE reported an 18 per cent increase in turnover to 11 billion yuan. Sun said based on the business performance in the first quarter, he was confident the company could achieve its target of a 20-30 per cent increase in domestic sales. ZTE was also targeting an increase in overseas revenue to 15 per cent this year from 10 per cent last year. Based on the more than US$100 million (HK$780 million) worth of overseas orders secured during the first quarter, Sun said he was confident the target could be achieved. << - Eric -

To: slacker711 who wrote (33967)	4/8/2003 2:45:29 PM
From: Michael Allard	Read Replies (2) \| Respond to of 196553

Why don't you think 29 and 28 Million CDMA handsets were sold in last quarter (current quarter)?

To: slacker711 who wrote (33967)	4/8/2003 3:21:32 PM
From: verdad	Respond to of 196553

Message 18813155