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UTSI - Worth repeating:
by: WINTER_CFA 11/15/05 12:47 pm
Msg: 88836 of 88840

http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=88509

Comments from UTStarcom`s conference call yesterday:

"The company will continue to aggressively lead the IPTV market:

a. The company believes this technology has a strong growth potential and it is starting to see the initial adoption by major carriers worldwide.

b. It has been one of the pioneers in the market and it is currently one of the very few providers that has a complete entry in IPTV solution in the large-scale commercial service globally.

c. The company enjoyed the initial success in China, Japan, North America, Latin America, and India and sees additional opportunity in Europe."

"During 3Q05, the company launched its first commercial IPTV network in Japan with the Yahoo BB...they currently have approx. 30,000 active subscribers on the networks.

In 4Q05, the company expects to launch commercial IPTV services with DSSI, a competitive local exchange carrier in Florida and at least one commercial network in China."

From the Q&A:

"IPTV overall in China, we have significant number of trial sites. We actually have probably about close to 40 test sites. But we have actually very actively working closely with the heart being in the north and we also actively working with Shanghai and also with the trendjo as as well as the Fujo and we are in the very final discussion with the Serjian province. And predominantly with China Telecoms and also we will be actively engaged with China Netcoms as we speak. I think this is in the very, very early stage. I know most of operators there are going to focus on quite a bit of their future expansion and IPTV, it seems to be one of their focus points. Now, nevertheless, that we have been doing the trial, in Harbin, we have been seeing fairly strong and it takes some time to really make the system mature. And we believe we are one of the most mature system-wise and commercially ready and we are already deployed in Japan. So, it is also commercially ready in China. I would say the system is going to be still lumpy. And so we were hoping it`s going to be a very, very significant revenue base for us in 2007 on. But 2006 is going to be a lot of introduction and a lot of groundwork and a lot of smaller installation bases to start, to begin with."

"The trial site that we have, largest one is in Harbin. We already have more like close to 50,000 subscriber trial. And so that`s a very significant trial site. And we believe capacity`s over 10 million. So I think each city, it would be easily giving you close to I would say, anywhere between 5 to $10 million range. If they start taking off obviously, we`ll go more. And in Japan, we have a much bigger contract. It`s a much bigger scale. So one single order wise, Japan is much bigger. But opportunity-wise, China is by far much bigger than in Japan just simply because of the sheer number of users out there with the broadband capabilities."
 
aus der Diskussion: SigmaDesign - kurz vor break des ATH
Autor (Datum des Eintrages): amorphis  (15.11.05 19:03:47)
Beitrag: 604 von 4,073 (ID:18828632)
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