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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (66108)9/16/2010 12:35:05 PM
From: Maurice Winn2 Recommendations  Read Replies (1) | Respond to of 217668
 
The complete article about CDMA gold in China. Better late than never - they missed the world's biggest opportunity for several years but are now making up for lost time: cn-c114.net <The rise of emerging market provides a steady flow of power for the booming growth of global CDMA industry. In the 2nd CDMA World Forum held in June 2010, China Telecom once again won "Global CDMA Operators Leader Award" awarded by CDG. Wang Xiaochu, Board Chairman of China Telecommunications Corporation, had the honor to get "Personal Achievements Award" and became the first personal representative of Chinese telecommunication operators who got this award.

In 2009, China Telecom firstly opened 3G commercial services in 122 large and medium-sized cities and quickly covered all the county-level cities of the whole nation in less than a year. Up to now, 3G CDMA network of China Telecom has covered all the cities above the county level and is accessible by over 20,000 villages and towns. It has become the largest-scale 3G CDMA network in the world and has the most extensive domestic coverage. In May 2009, Wang Xiaochu, Board Chairman of China Telecom announced that the total number of their mobile subscribers has increased to 70 million. China Telecom predicts at the same time that the figure will reach 100 million at the end of 2010.

At the same time, China Telecom's investment has also driven the rapid rise of CDMA terminal manufacturers. From 2008 to 2010, China Telecom has held a number of purchasing conferences on mobile phone terminals and network equipments to make greater efforts for the procurement of cell phone terminals. The latest statistics from China Telecom shows that number of CDMA Network terminal manufacturers has increased rapidly from the previous 50 to more than 160 and the number of terminals in sale jumped to 545 from the 221. The number of CDMA terminals sold broke 30 million through the whole year of 2009.

In addition to focusing on the rise of the volume, China Telecom also produces the best products and enhances the quality of CDMA terminals by strengthening custom-made business with major manufacturers, introducing star terminals or integrating the latest technology. In May 2010, China Telecom announced the partnership with RIM of Canada to launch China Telecom e surfing Blackberry Enterprises Wireless Business Solutions for users from government and enterprises, which is another major action since the end of last year after coming to the contracts about mobile phone Blackberry and services sales. In addition, during the World Expo of this year, China Telecom together with Qualcomm provides USA Pavilion with high-speed wireless modems of EV-DO Rev. B and high-performance "e surfing intercom" cell phone applying QChat technology, which enhances efficiency of the personnel in USA Pavilion. Corresponding to the achievements of China Telecom, CDMA equipment manufacturers of China have also risen rapidly. They are making full use of the advantages of technology and research and are grasping the opportunities and seizing the market by virtue of their strong innovation and manufacturing capability.

Chinese manufacturers have wonderful performance

Taking ZTE as an example, since the EV-DO cell phone and data card of ZTE accessed to the North American market and are sold in the United States and Canada, ZTE has great achievements in the field of CDMA continuously and gains good results in equipments, terminals and R & D. Public statistics show that the base station shipment of ZTE totaled up to 215,000 by the end of December of last year. Up to 2010, global CDMA market share of ZTE will reach 29.3 percent, ranking first in the world. While in the terminal area, the number of the sold CDMA terminals of ZTE closes to 10 million in 2009, of which sale of EV-DO terminal takes the lead in the global 3G market.

Another giant of Chinese telecommunication also performs well in the field of CDMA. Up to the first quarter of 2010??Huawei has deployed more than 120 CDMA networks in the world. In the 2nd CDMA World Forum, Huawei was awarded by CDG the highest award in CDMA technology innovation field --Network Technology Innovation Award due to its outstanding achievements. In terms of terminals, the head of terminal company of Huawei said that in 2009 the domestic shipment of Huawei CDMA phone was about 6 million and the cumulative shipment exceeded 10 million; in the global market, the cumulative shipment of Huawei CDMA mobile phones was also higher than 60 million.

Apart from the traditional equipment manufacturers like Huawei and ZTE, more and more Chinese enterprises dug gold in the field of CDMA. Taking terminal manufacturers as an example, on March 5 of this year, "CDMA2000 Cell Phone Design and R&D Industry Alliance", which is involved in more than 100 enterprises, was established in Beijing. This non-profit alliance consists of China Telecom, mobile chip platform providers and mobile phone design companies of CDMA2000 and brand companies with independent R&D capability. The alliance includes the main bodies of CDMA like Qualcomm, Samsung, LG, ZTE and Huawei and also attracts more other Chinese enterprises such as BYD, K-touch, Hisense, Haier, Lenovo, Dopod and Datang Telecom. These enterprises contribute a lot to the growth of CDMA terminals.

China Telecom and other operators make commitments for long-term evolution of CDMA2000 technology. China Telecom will invest US$1.17 billion to expand and optimize its CDMA2000 network in 2011, including the continual deployment of 1X Enhancement mode used to increase network capacity and enhance performance and the network of EV-DO Rev. B.

Smoothly evolve toward the future

Progress in the evolution of CDMA technology is more rapid. Based on the momentum of the current data card business and the operators' need on business upgrade, Huawei announced to put forward the world's first wireless modem of EV-DO Rev. B. The downlink rate of the wireless modem's peak is up to 9Mbps and the average rate keeps at around 8.9Mbps. From the end of last year to the beginning of this year, Huawei together with China Telecom has launched pre-commercial network of EV-DO Rev. B in Beijing and Guangzhou successively and declared to deploy commercial network of EV-DO Rev. B for Pakistani operator PTCL. Zhao Ming, President of Huawei CDMA product line, described the deployment of commercial network of EV-DO Rev. B as an important milestone of CDMA industry.

At the same time, ZTE also has a breakthrough in the network deployment and technical R&D of EV-DO Rev. B.

In June 2009, ZTE announced that the first commercial experiment network of EV-DO Rev. B in the world was built in Morocco; In January 2010, ZTE together with Smart Telecom, a CDMA operator in Indonesia and Qualcomm announced the successful establishment and launch of the first commercial network of EV-DO Rev. B in the world.

Both the two years of CDMA World Forums choose China as the host, which also witnessed the booming of CDMA industry in China. China Telecom has doubled the number of its mobile subscribers in just two years and is expected to become the world's largest CDMA operator before the end of 2010. China has now become one of the most important and the most potential markets for the development of CDMA technology and business.
>

Mqurice



To: Maurice Winn who wrote (66108)9/16/2010 5:51:39 PM
From: elmatador  Respond to of 217668
 
The chimpanzee operating a PC terminal in Hungary. Bureaucracy was people shuffling papers.

It was transformed by IT investment into people keeying in on a PC. It is the same bureaycracy, only electronic.

I had some expenses to be reimbursed by Nokia in a project in Dubai.

I kept sending them in, and by some mistery it was never credited.

I am always curious to learn. I went over to the lady who handled that and she explained to me that it was cleared by a clerk in Hungary. There was an operator in a machine who worked that out.

I got to know that the person was seeking a IBAN number.
Again I learned that is used to transfer money inside Europe. (Instead of SWIFT).
The Chimp behind the PC did not think.
Kept asking. No IBAN no payment.

After many times I said to him that the payment being sent to Singapore did not require that number.

Do you know what happened here when I kicked people out of here?

That's exactly the way I act in the real world. People got a bucket full they will never forget.
I left the project.

2009 (three years later) I made a presentation for a group in Munich and the finance director told me, you, I already know from Dubai...

I kept a blank face as I did not know what he was talking about. But it is good to send the message cross so that people never forget your name.

(I gave up the money but an agent (a very decent Indian lady)later on recovered)



To: Maurice Winn who wrote (66108)9/16/2010 8:23:55 PM
From: TobagoJack2 Recommendations  Read Replies (1) | Respond to of 217668
 
the lunch was delicious.

btw, maurice, i note that finance.yahoo.com

gold is up almost 30% during past 12 months, and qcom is down just about 10% in the course of past 356 days.

and since 2005 january finance.yahoo.com , gold is up almost 200% and qcom has done effective nothing except down a smidgeon.

so, tell us, what was the point of speculating in qcom and not investing in gold?

it is more than good, and in truth wonderful, to have you as a counterparty in the market arena.

the 9 at the table represented a few billion in unleveraged financial wherewithal.

distributed newly panda gold 1 oz coins as usual for the lunch.

next table was a crowd of 12, and we met truly wonderful and dropdead gorgeous marketing girl with all her seniors from tesla motors. Hk has 100% duty on cars based on cubic capacity of engine. Tesla is cc-free and so duty free. 1000 charges for the battery, n each charge would last me one year. The gold coins impressed tesla girl and her seniors. we were offered appointments to test drive.

last night i had a drink with doc doom, shared laughs, and then had meal at financiers' club with one of the boyz. the club meal was fine, and the staff as well as patrons were ohwhoawee, as in i like. the subject discussed was eventual private placement for financing a movie about the crime of two centuries, but centered around the time of the genesis. the central character is a womanizing drunkard driven mad by 'THEM'.

the general take-away from the annual clsa conference google.com

- investors are bearish, and confused, which means chaos shall prove a gift, crisis will be the partner, volatility be the friend ... i am bullish

just in in-tray, per greed n fear

· Japan’s first intervention yesterday in the yen since March 2004 has given the current increasingly bullish sentiment more of an upward jolt as hopes rise of a more aggressive policy response in Tokyo. It is also a positive that the seemingly unsterilised intervention occurred the day after Naoto Kan’s re-election as DPJ president.

· Sentiment will now turn on whether Kan will mount a formal attack on the Bank of Japan’s independence in a bid to end deflation. There will also be conjecture on whether he will support an anti-deflation bill now in the Diet. Still in GREED & fear’s long standing view the answer to Japan’s long standing deflationary problem lies in addressing structural reform not monetary policy gymnastics.

· The new rules on Basel III have confirmed regulatory forbearance in the sense that implementation has been extended to 2018, which in GREED & fear’s view is too far out to be relevant for practical purposes. This means the new rules can always be diluted again if stresses re-emerge.

· GREED & fear continues to believe that Western commercial banks will remain in deleveraging mode for now because they will be concentrating on the risk adjusted returns they can earn buying bonds rather than making loans. There is not yet any sign of a real pickup in demand for credit in the US. GREED & fear also continues to see a lack of recovery in the so-called shadow banking market.

· GREED & fear’s view remains that it is risky to bet on releveraging in the West until there is more concrete evidence that it is happening. That creates the likelihood of continuing anaemic growth in the US which is the preferred environment for Asia and emerging market domestic demand stocks, most particularly in those Asean markets where governments are not trying to hold down asset prices by various interventionist policies.

· There is growing evidence that Thailand could be enjoying its first proper investment cycle since the Asian Crisis. This new investment cycle is reflected in the pick up in credit demand seen this year, not only in consumer lending but also corporate lending. This is why the Thai stock market failed to sell off when blood was spilt in the street in 2Q10.

· Foreigners have not fully participated in this year’s equity rally in Thailand which means they will be more psychologically inclined to buy any pull backs. And pull backs are certainly possible on any material sign of a further slowdown in the West since Thailand remains an export geared economy. Still Thailand is not really so geared to Western consumers.

· High crop prices are boosting Thai rural incomes which are also benefiting from the policies of the Abhisit Government which are designed to buy support in the countryside from former Thaksin supporters. Examples of these policies are the so-called farmer income guarantee system and the loan shark refinancing scheme.

· The Thai stock market, like the other emerging Asean markets, does not have to contend with a government trying to hold down residential property prices via various administrative measures. Rather the Abhisit Government is in reality trying to encourage property price appreciation given the action in the Thai residential property market is not in high-end apartments.

· Thailand is well set up for a positive self feeding domestic demand dynamic providing the external environment does not collapse too dramatically and providing the present relative calm continues to prevail politically.

· On the political front, the strategy of the present government is clearly to hang on in power for longer in the hope that growing evidence of an economic recovery will make a general election next year more winnable. Still there can be no doubt that considerable resentment still lingers among red shirt supporters.

· GREED & fear will add another one percentage point to Thailand in the Asia Pacific ex-Japan asset allocation this week with the money taken from Hong Kong.

· GREED & fear continues to believe that Mongolia remains the most exciting story in Asia on a five year view in terms of GDP growth momentum and asset price momentum. It also has the advantage in an increasingly correlated world of still for now being not correlated. Mongolia remains the ultimate warrant on the China growth story.

· The catalyst for renewed outperformance by China will likely be a more clear cut easing signal. The fact that property prices have not yet really declined in the likes of Beijing or Shanghai is delaying that easing signal. That means for now the momentum remains with Asean.

· Healthy consolidation remains the name of the game in India. This week’s inflation data has eased inflationary concerns, while the RBI will probably go on hold in terms of interest rate policy after today’s 25bp repo rate hike.

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