Huawei, Motorola and Ericsson are reported to have been the biggest winners in the latest WCDMA infrastructure tender from China Unicom. The firm believed to have issued a tender to cover 55 cities in 30 provinces - the first stage in a rollout to cover 282 cities with a total CAPEX of around US$11 billion during 2009. Huawei is understood to have won 30.6% of the tender - and will carry out the work in cooperation with Motorola, which outsourced manufacturing parts to Huawei. Ericsson and its partners (New Postcom and FiberHome) secured a 25.6 per cent share.
In a move which surprised industry watchers, ZTE managed to take 21.5% of the tender - despite being weaker in the WCDMA market than its rivals. Nokia Siemens Networks took 11.1% of the tender, followed by Alcatel-Lucent which picked up 10.2 percent.
China Unicom is pushing to launch its 3G network by the middle of May this year - in an effort to catch up with China Mobile which has been building its own trial 3G network for over a y
Is the hype about infrastructure sharing over in India ?
Here is a news item from ET which suggests that the hype about infrastructure sharing may be over in India.
"Mumbai based telecom network services company GTL has cut its revenue growth guidance from 11-12% to 6-7% for FY 2009 citing increased pressure on pr
icing and slower rollout from the telecom operators.
The company posted 18% fall in its net profit (PAT) at Rs 32.1 crore for the quarter ended December 2008. The drop in PAT was despite 5% rise in consolidated sales at Rs 467.8 crore as the company reeled under the pressure on its margins. Operating profit grew by 5% to Rs 56.8 crore.
It's performance during the third quarter has been quite muted compared to the previous two quarters of the current fiscal when both sales and profits had witnessed double digit growth. On margin front, the company could maintain its operating margin at 12% compared to the year-ago number thanks to cost cutting measures.
Going ahead, the company has signaled delay in new network rollout by telecom operators given tighter credit situation in international market and slowing pace of economic activities. This is likely to keep the business growth sluggish in the coming quarters.
The company has recommended buy back of shares at a price not exceeding Rs 260 per share for a cost of Rs 225 crore. The stock ended at Rs 220.8 on NSE on Thursday, a rise of 0.8% over the previous day's close. "
"Mumbai based telecom network services company GTL has cut its revenue growth guidance from 11-12% to 6-7% for FY 2009 citing increased pressure on pr
icing and slower rollout from the telecom operators.
The company posted 18% fall in its net profit (PAT) at Rs 32.1 crore for the quarter ended December 2008. The drop in PAT was despite 5% rise in consolidated sales at Rs 467.8 crore as the company reeled under the pressure on its margins. Operating profit grew by 5% to Rs 56.8 crore.
It's performance during the third quarter has been quite muted compared to the previous two quarters of the current fiscal when both sales and profits had witnessed double digit growth. On margin front, the company could maintain its operating margin at 12% compared to the year-ago number thanks to cost cutting measures.
Going ahead, the company has signaled delay in new network rollout by telecom operators given tighter credit situation in international market and slowing pace of economic activities. This is likely to keep the business growth sluggish in the coming quarters.
The company has recommended buy back of shares at a price not exceeding Rs 260 per share for a cost of Rs 225 crore. The stock ended at Rs 220.8 on NSE on Thursday, a rise of 0.8% over the previous day's close. "
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