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

To: Ramsey Su who wrote (34008)	4/9/2003 1:24:41 PM
From: Ramsey Su	Respond to of 196584

From Ramsey Su (purely guessing) I have no idea what estimates are for China Unicom's March sub adds. Judging from recent events, analysts no doubt would use opportunity to bash qcom. My guess is - there is little chance that unicom would show anything good for March, with 1x launch starting Mar 28 and prepays still a couple of months away. My guess is - that Samsung and Nokia are bitterly contesting and courting Unicom for those cheapo prepay 1x handsets, no features needed but low price points a must. (could be up to 8 million handsets just this yr) My guess - regardless of what happens in the first month or two of launch, Unicom has already targeted the 11-13 million (depending on which report you read) or so new subs for the year. As they have proven last year, they will do whatever is needed to meet that.