Published May 24, 2007 

World Watch

Hardware, telcoms next buyout sectors: JPMorgan

(BOSTON) The next wave of leveraged buyouts in the technology industry is likely to extend to computer hardware and telecom equipment sectors, a managing director of JPMorgan predicted on Tuesday.

Raj Kapadia, who specialises in technology leveraged finance, sees buyouts continuing in software, services and semiconductor sectors, but also taking in industries that typically have not seen so many deals.

Although there was a risk with such firms if they missed a product cycle, he said hardware companies not geared to the consumer market are more likely to be attractive to private equity. The telecoms equipment sector he sees as tougher to take private due to over-capacity in the industry - meaning there probably needs to be consolidation between firms before real leveraged buyout activity picks up. - Reuters


 

5月16日，知情人士透露，备受关注的中国移动8城市TD-SCDMA建网将于5月底正式开工建设，按照要求，相关系统设备将在5月20日到货。

 

5月底TD网开建

据悉，中国移动自己预估的建网时间应该是在6个月左右，就是大概在10月份左右结束。按照这个进度，5月20号开始，中标的各系统设备厂商应该就陆陆续续将设备全部运送到8个建网的城市。

预计上述8省建网将由中国通信建设总公司承建，中国电信旗下的中国通信服务总公司虽然也有这个能力，但未被选中参与。

另外，知情人士表示，建网过程中还会有很多相对比较小规模的采购开始，包括网优网规，包括电源设备这样一些比较小的采购。

9月开始采购40亿至60亿元的手机

据悉，TD手机终端的采购不会太早，估计是在9到10月份的时候才会开始。

知情人士透露，TD手机采购的规模和采购的金额数，估计是在40到60亿。具体采购多少，中国移动将在建网后期做预算，因为要看建网最后实际的花费以及还剩多少资金，以及到时候终端到一个什么程度。

据悉，假如TD终端研发进展很成熟，采购量和金额就会大，但预计是两百万台左右。对于手机产业链来说，即将到来的6个月内，芯片和终端厂商将极其忙碌。

The news was posted at AA website. If it is true, and AA does not anounce big contract coming in, then it means that AA did not participate the biggest pie from China Mobile