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Strategies & Market Trends : China Warehouse- More Than Crockery -- Ignore unavailable to you. Want to Upgrade?

To: RealMuLan who wrote (3326)	7/6/2004 6:52:05 PM
From: RealMuLan	Read Replies (1) \| Respond to of 6370

China Moves May Hit Vendors -------------------------------------------------------------------------------- Reports today of a major shakeout in the Chinese carrier market have left the number crunchers at Lehman Brothers mulling the prospect of a blow to vendor revenues. According to a report in the South China Morning Post, China’s State Council is considering a plan to merge the country’s four carriers into two larger entities in an effort to resolve the country’s long-delayed 3G licensing program (see Chinese 3G Faces Further Delay ). ADVERTISEMENT “If such a merger were to take place, it is likely that spending on telecom equipment would be adversely affected,” note Lehman analysts. “We believe that any reduced spending would likely have a greater impact on wireline equipment, but wireless spending would most likely also suffer.” lightreading.com