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Rumor: China Mobile Targets Fixed-Line Broadband

Tencent Tech, 1/08/10

According to informed sources, China Mobile's (NYSE: CHL; 0941.HK) first tender for FTTx equipment procurement was issued in December, marking the operator's entry into fixed-line broadband. The tender includes purchases for both GPON and EPON network technologies. China Mobile is putting equal weight on both technologies, but with a preference toward GPON. China Mobile will lay upwards of 3 mln cables during the first quarter of 2010. Alcatel-Lucent, Ericsson, Huawei, Fiberhome (600498.SH), ZTE (0763.HK; 000063.SZ), and Motorola are all competing for a share of the tender.

Keywords: China Mobile fixed-line Motorola broadband procurement telecom 000063.SZ 0763.HK EPON Fiberhome FTTx GPON Huawei ZTE Ericsson Alcatel-Lucent bidding CHL 0941.HK 600498.SH

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