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Mindspeed Technologies, AŞ Message Board

  • mitshu35 mitshu35 Jul 5, 2013 2:59 PM Flag

    CHA, CHL

    1:01 PM China Telecom (CHA -0.6%) doesn't want China Mobile (CHL +0.1%) to have a huge head-start in offering 4G: the #3 Chinese carrier plans to build a pre-commercial 4G network covering 31 provinces by year's end, and will issue an equipment tender in Q4. The timing of a commercial launch still depends on when government licenses (expected early next year) are issued. CHL has said it plans to spend $6.75B in 2013 on its 4G network, but some are wondering where the orders are. CHL's network is based on the TDD LTE standard; China Telecom and Unicom (CHA -0.6%) want to use the FDD standard (more popular overseas), at least outside of densely-populated areas. ERIC, ALU, and NOK stand to benefit from rising Chinese 4G orders.

    Sentiment: Strong Buy