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

To: brian h who wrote (80062)	9/2/2008 9:59:59 AM
From: ggamer	Read Replies (1) \| Respond to of 196635

7:33AM July chip sales up 7.6% year-on-year, according to SIA : SIA says worldwide sales of semiconductors grew by 7.6% to $22.2 bln in July from July 2007 sales of $20.6 bln. Sales grew by 2.8% from June when sales were $21.6 bln. Year-to-date sales through July were $148.3 bln, an increase of 5% from the same period of 2007 when sales were $141.3 bln. "Growing sales of consumer electronics, personal computers and cell phones - which account for about 80 percent of chip demand - contributed to a healthy 7.6 percent year-on-year increase in worldwide microchip sales," said SIA President George Scalise. "LCD TV units are projected to increase 32% this year, and digital set top boxes and digital still cameras will both be up around 20%. Taking into account PC unit growth of about 13% and cell phone growth of over 10%, we are enjoying the benefits of the strong 3.3% second quarter GDP growth in the U.S, and continued strength in world markets," Scalise continued. "Overall capacity utilization remains high at 89% - with leading edge above 95 percent," said Scalise. SIA reported that sales of DRAMs and NAND flash memory continued to decline as a result of continuing price erosion. "Total semiconductor sales excluding memory products increased by 11.6% year-on-year and by 3.2% sequentially," said Scalise.

To: brian h who wrote (80062)	9/3/2008 2:40:39 PM
From: quartersawyer	Respond to of 196635

As you say, brian-- time's up. There are big, realistic plans from Unicom and Telecom. China is also planning number portability to catalyze competition, which also facilitates subscriber moves from Mobile to viable 3G networks. There should be some conservative numbers that Q can work into the picture within a year, I'd hope. A nationwide WCDMA network on Unicom's exisitng GSM would be impressive. =============================== China Unicom 3G Network to Be Deployed Nationwide China Unicom's parent company, China United Communications Corporation has revealed that it plans to build a nationwide WCDMA based network and will start issuing tenders for the contracts in November. The company had been expected to start with a piecemeal deployment starting in the south of the country, but a source refuted this saying that the rollout would be nationwide. China Unicom recently said that it expects its investment in 3G networks during 2009 and 2010 to total around US$14.6 billion. The company expects its 3G network to break into operational profitability by 2013. The company is aiming to have the tenders in place and the agreements signed ready for the government to formally issue 3G licenses - expected by the end of this year. Rival operator, China Telecom is expected to stick with CDMA2000 and both companies are planning an agressive approach to try and take market share from the dominant telco, China Mobile. As China Mobile has already started rolling out its 3G services it should have a head start, but the requirement to build a TD-SCDMA network is considered by many to be a downside for the operator. cellular-news.com