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en We are experiencing a softening in SIM card demand due to a slowdown in GSM subscriber growth and inventory issues at operators,
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en Mobile operators' expansion is driven by their strategy to increase subscriber bases. This strategy has advantages, as the operators know how to work on the emerging markets (with low penetration), but it also has disadvantages, as they may stop paying enough attention to their core, the Russian subscriber base, and that may harm their financials.
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en The industry is currently experiencing lower sales due to an inventory overhang and deceleration in the end-equipment markets, ... Current forecasts suggest the inventory adjustment will be completed by the end of the third quarter, and end-market product demand will improve later in the year.
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en The industry is currently experiencing lower sales due to an inventory overhang and deceleration in the end-equipment markets. Current forecasts suggest the inventory adjustment will be completed by the end of the third quarter, and end-market product demand will improve later in the year.
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en This latest win confirms our ongoing commitment to providing operators with innovative technology to enable them to easily replace and upgrade their HLR capacity to support subscriber growth needs at reduced capital and operating expenses. Motorola endeavors to ensure that operators in emerging markets get the most out of every function and resource in their network.
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en It has been a bit of an in-between year in China. The operators are waiting to roll out their 3G networks, but subscriber growth is strong,
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en It has been a bit of an in-between year in China. The operators are waiting to roll out their 3G networks, but subscriber growth is strong.
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en We believe the high pace of construction activity and softening demand will lead to increasing inventory levels through 2006 and less price appreciation.
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en The nature of the telecom service business is changing -- services are becoming more numerous, varied, and complex. Operators expect to sell hundreds if not thousands of services, which means service delivery may soon require a wide range of policy-based variables, including presence management, time of day, device type, subscriber permission, subscriber preference, subscriber age, location, role, billing arrangement, and many others. Operators will need to store the expanding range of parameters that can be applied to individual subscribers and check against these to see which features apply as soon as a user requests a service.
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en They're on the right track for subscriber growth, ... But more importantly, they're starting to focus now on getting more money out of each subscriber. So one of the tricky things will be to get people to stop focusing purely on subscriber growth and start thinking more about revenue per subscriber. They've got their own sort of gathering area for shopping for e-commerce, for Christmas time. Remember e-commerce season starts now with back-to-school and peaks with Christmas. This is going to be a time of a lot of excitement in the Internet space and we think AOL is well positioned to take advantage of that.
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en There's still a lot of consumer demand out there, and as businesses try to restock their inventory levels they will increase demand, which will lead to stronger growth. That could be problematic for the Fed.
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en More than anyone else, tech and telecom companies are being hit hardest by the slowdown in capital spending, ... They still seem to have more inventory and the pickup in demand simply hasn't been there.
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en There is a lack of heating demand. We're experiencing a very unusual warm pattern in the United States. Also, the DOE (inventory) expectations are pretty bearish for tomorrow.
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en In countries where DTH pay-TV has been available for over five years, as in North America and Europe, the market is mature and subscriber growth is slowing. Where DTH pay-TV platforms were launched after 2000, subscriber growth rates are higher. In India, for example, DTH pay-TV subscribers are expected to have tripled in 2005.
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en Our record first-quarter performance provides additional evidence of the strength of our business model and our market, and reinforces our confidence that we can achieve our aggressive goals for subscriber and earnings growth. It has also led us to increase our near-term guidance for subscriber and revenue growth.
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