From: veritas501 | 7/23/2010 8:07:21 AM | | | | I thought this would be of interest since Ericsson is one of the largest CDMA infrastructure suppliers:
Ericsson Misses Estimates as Global Network Sales Decline
bloomberg.com
- "Revenue dropped 8 percent to 48 billion kronor, missing the 50.8 billion-kronor average estimate of 30 analysts."
- "Ericsson’s equipment business suffered as operators held back on spending and merged networks to cut costs. The unit’s sales declined 12 percent, with revenue in India, China and southeast Asia falling the most."
Gee, Ericsson is declining, Nokia acquired Motorola's network business, what next? |
| Qualcomm - Titanic of the wireless industry? | Stock Discussion ForumsShare | KeepReplyMark as Last Read |
|
From: veritas501 | 10/22/2010 3:35:20 PM | | | | What did I say?
CDG released the latest CDMA subscriber figures as of June 2010.
Latin America has declined AGAIN to 32.8 million subscribers from a peak of 70.4 million subscribers.
Africa also declined by one million subscribers.
Good thing for China.
cdg.org |
| Qualcomm - Titanic of the wireless industry? | Stock Discussion ForumsShare | KeepReplyMark as Last Read |
|
From: veritas501 | 1/30/2011 2:15:35 PM | | | | Hey!
When is the CDG going to publish the CDMA subscriber figures for the 3rd quarter of 2010? It's almost 7 months since the end of the 3rd quarter and still there are no subscriber figures. |
| Qualcomm - Titanic of the wireless industry? | Stock Discussion ForumsShare | KeepReplyMark as Last ReadRead Replies (1) |
|
To: veritas501 who wrote (96) | 2/17/2011 12:11:42 AM | From: veritas501 | | | The CDG released 3Q figures for 2010.
No surprises.
Latin America continues to decline. Something new: Africa declined as well.
cdg.org |
| Qualcomm - Titanic of the wireless industry? | Stock Discussion ForumsShare | KeepReplyMark as Last Read |
|
From: veritas501 | 2/22/2011 1:21:39 PM | | | | I see the lemmings are bidding up QCOM -- again.
Curious as to the source of this new bullishness, I asked myself: could it be CDMA subscriber growth has a turned a corner? After all, for Qualcomm to have increasing earnings year after year after year, there have to be more and more CDMA subscribers added EVERY YEAR. Otherwise, even with the replacement market, QCOM earnings will struggle to meet expectations.
Here are the annual increases in CDMA subscribers since September 2000:
9/00 - 9/01: 32 million 9/01 - 9/02: 31.5 9/02 - 9/03: 39 9/03 - 9/04: 52.5 9/04 - 9/05: 59 9/05 - 9/06: 68 9/06 - 9/07: 67.5 9/07 - 9/08: 53.5 9/08 - 9/09: 36 9/09 - 9/10: 53.5
Wow! Could it be true that CDMA subscriber growth reached a maximum in the period 9/05 to 9/06??
Gee, usually when more networks are deployed, subscriber growth takes off. But not here.
Hmmmmmm. |
| Qualcomm - Titanic of the wireless industry? | Stock Discussion ForumsShare | KeepReplyMark as Last Read |
|
To: blimfark who wrote (100) | 2/22/2011 5:34:58 PM | From: JeffreyHF | | | Nice grub, Blimmer, and the most intelligent post on this pathetic thread, to date. |
| Qualcomm - Titanic of the wireless industry? | Stock Discussion ForumsShare | KeepReplyMark as Last Read |
|
| |