标题: Huawei No. 2 Now [打印本页] 作者: choi 时间: 11-19-2009 12:39 标题: Huawei No. 2 Now 本文通过一路BBS站telnet客户端发布
Loretta Chao, Huawei Rises to No. 2 Spot. China Real Time Report, Nov. 17, 2009.
http://blogs.wsj.com/chinarealtime/2009/11/17/huawei-rises-to-no-2-spot/
My comment:
(a) China Real Time Report seems to be a subsidiary of Wall Street Journal.
(b) The web site of Dell'Oro (www.delloro.com) does NOT have relevant information.
-----------------Separately
(1) Helene Cooper and Martin Fackler, Obama’s Pacific Trip Encounters Rough Waters. New York Times, Nov. 17, 2009.
http://www.nytimes.com/2009/11/19/world/asia/19assess.html?_r=1&scp=1&sq=cooper%20obama%20fackler&st=cse
Quote:
"The former diplomat, Kunihiko Miyake, who now teaches international affairs at Ritsumeikan University in Kyoto, said the United States and Japan still did not see eye to eye on their single biggest bilateral issue: how to make their cold-war-era alliance relevant in a region where the balance of power had been upset by China’s rise.
“'The two countries are in the same bed, but dreaming different dreams,' Mr. Miyake said. 'The Americans want the alliance to be stronger, but the Japanese seem to want to do less.'
My comment: The last sentence of the quotation is kind of surprising. There is no need to read the rest.
(2) Andy Pasztor and Norihiko Shirouzu, Obama Boosts China Jet. Wall Street Journal, Nov. 19, 2009.
http://online.wsj.com/article/SB10001424052748704204304574544043310821078.html
Quote:
"Nearly half the plane's parts come from the U.S. * * * So far, Western interest in buying the ARJ21 has been limited. At the Zhuhai air show in southern China last year, Comac announced that its first overseas order had come from General Electric Co. GE, which is supplying the engines, agreed to buy five of the regional jets with an option for 20 more, in a deal that could amount to $750 million. But GE also said that it planned to lease all the planes inside China. FAA certification is critical if Beijing hopes to attract other foreign buyers, and some U.S. officials predict it could take as long as two years. Currently undergoing flight tests, the plane has taken about twice as long to develop as its backers initially projected.
My comment:
(a) I doubt US will assist China in the project in a meaningful way.
(b) If most parts and technology come from the West, why does China try so hard to develop this industry?
China should, in my view, do whatever business it does best. What next industry will, or should, be, I do not know. However, China has been beating its head against the wall for decades to develop semiconductor industry, for example, to no avail. The latest report is China dips its toe in LCD. See
TCL first off mark in China LCD race. Financial Times, Nov. 18, 2009.
Note: "quick off the mark" is defined as "fast to start or try something."
http://dictionary.reference.com/browse/quick+off+the+mark
US does not have an LCD industry but so what? China is obsessed, with things it is not good at.
Isabel Gorst, Superjet aims to blaze a trail; Many national hopes are riding
on the Sukoil airliner. Financial Times, Nov. 17, 2009.
http://www.ft.com/cms/s/0/5ef96a62-cfe9-11de-a36d-00144feabdc0.html?nclick_check=1
excerpt in th ewindow of the print edition: 'The good news is Superjet looks
like a decent plane. The bad news is that the global market for regional
jets is saturated.'
My comment:
(a) There is a photo of Superjet 100 that accompanied this report.
(b) Where does the name Superjet 100 come from? Because the mid-size plane
has 100 seats. See the report.
(c) Superjet 100 will beat ARJ21 to the market. Do not forget.Mitsubishi is
developing MRJ also, with far advanced technology than either China's or
Sukoil's. See also
Ann Keeton, ratt & Whitney: New Aircraft Engine Technology Is Here. Dow Jones, Newswire, Nov. 17, 2009.
http://online.wsj.com/article/BT-CO-20091103-713827.html
("But an engine upgrade would also give the U.S. planemaker an earlier shot at using the potentially game-changing Pratt & Whitney product that's already been ordered by competitors Bombardier and Mitsubishi.")
【 在 choi 的大作中提到: 】
: Loretta Chao, Huawei Rises to No. 2 Spot. China Real Time Report, Nov. 17, 2009.
: http://blogs.wsj.com/chinarealtime/2009/11/17/huawei-rises-to-no-2-spot/
: My comment:
: (a) China Real Time Report seems to be a subsidiary of Wall Street Journal.
: (以下引言省略...)