Bear Stearns:中国电信服务及设备行业研究报告
BEAR, STEARNS & CO., INC. - CHINA TELECOM SERVICES AND EQUIPMENT - OFF-ROAD WIRELESS
MARCH 2, 2007,66 pages, 英文
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98194.pdf
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Executive Summary .............................................................................................................................4
Wireless Pricing Stronger Overall, but CDMA Breaking Away.............................................................9
GSM Pricing Rebounds, CDMA Pricing Drops....................................................................................10
Handset Survey: Trends Continue to Favor Major Players...................................................................22
Handset Pricing Analysis ......................................................................................................................23
Chinese Vendors: Fading to Black? .................................... ................................................................33
Foreign Vendors: Market Share Consolidation Continues ……………………………………….......35
City Notes…..........................................................................................................................................39
Companies ..................................................................................................................................... .......49
China Telecom Corp.: 3G Reality versus 3G Sentiment.......................................................................58


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