WEEKLY REPORT

10.25-10.31.2002

Li Pin

 

For this week, I mainly did following work: daily market news searching; a studying of value added service for mobile in China; a studying of CDMA; a studying of SOHU how to make money in Q3; a studying of China mobile and China telecom; check and evaluate Suzanne’s work and updated my training site.

VALUE ADDED SERVICE FOR MOBILE

This week I searched the value added service for mobile in China.

All the service pay by your mobile, the payment bill will show on your monthly mobile bill.

First in SOHU, there services are the following:

1.      NEWS. It includes social news, entertainment news and stars news etc.. You can order the news through message, you can ask SOHU send you the news when you make the order, you also can ask them send you the news when big news coming. 0.1 Yuan/ per news.

2.      Relax or Entertainment. This include joke, weather forecasting, love test, logic story, and your constellation’s destiny forecasting. Joke just they can send you a small joke by message, love test just some like IQ test, but just they send you a question about love, and you choose the answer, and follow your answer, they will give you a evaluation. Logic story also like this way, follow the story, you choose your answer. 0.1 Yuan/per message.

3.      Sport. Include sport news, JiaA, NBA, World cup, and Europe league etc..

4.      Lottery. Because the Lottery in China is very hot. Because the cash prize is very high, so many people buy lottery. This service include lottery analysis etc..

5.       English studying. This studying include TOFEL, GRE, GMAT, IELTS and English grammar and English joke. This studying just by message, and you also can order a monthly studying, so SOHU will send you the studying file by message day by day, and from low level to high level.

6.      Economic. Include economic news, and other like stock analysis.

7.      Game. Include forecasting your destiny, fighting game, intelligent game, and also include more players’ games.

8.      Short message. This means, there are many nice message list on line, you just choose the code of the message, and send it to your friend mobile. 0.2 Yuan/ per message.

9.      Greeting Card. You can send your friend Greeting Card to their Mobile. This card is a three in one card, it includes a nice picture, nice music and nice words message. For Nokia 2.80 yuan/per, for Siemens 3.30yuan/per.

10.  Magic love letter. You can order magic love letter to your lover. So SOHU will send her mobile a nice love letter every day. And every Friday will send her a greeting card by mobile and Saturday send her mobile a picture. 20yuan/per month.

11. There is a another service similar as the short message, you also choose a message from the list, and send it to your friend mobile, but when your friend receive your message, it can direct show on his mobile, not like before just a alert to him and tell him there is new message, this way means, even he doesn’t want to read your message, but he has to. 0.5yuan/per

12.  Mobile Email. This need you have a email address of SOHU email. This include Mobile alert when you get a new email; Read your email by mobile, when you get a new email, you can give a command to SOHU, so they will send your mobile the email by message; Write Email by your mobile, and send the message to SOHU, than SOHU will make your message as a email. 0.1 Yuan / per message.

13.  SOHU picture. Include logo and screen saver picture.

14. SOHU date. You can send your profile to SOHU, and you also can see other people profile there, and you can find your lover there. And SOHU will help you to make a date.

15. SOHU community. It is similar as a chart room. You can chat by your mobile in a community.

16. Alumni record. Actually for most teen ages, we like this very much. We can create our class in Internet, so that will easy for every classmate to contact with each other. Like me now in Philippines, how can I contact with my classmates before, I just go to our alumni record, find our class, and leave my word on our BBS. Now you can use your mobile send message to your BBS, so if you haven’t time, you need not go to internet, just use mobile send message is ok.

 

IN Sina, just similar as SOHU, but they have a SMS baby, it is means you can have a baby in your mobile, but first you should find another mobile user from SINA be the baby MAMA, and you should make the baby growth up, just like a game. And in the game, there are more games, include World cup game, joke game, and IQ game.

IN NETEASE, just plus a service you can have a pet on your mobile, and you     make it growth up and you can teach your pet play game s, some like Sina SMS baby.

 

SOHU STUDYING

Since last week, SOHU announce their finance report of Q3, they became profitable already, it is good news for Chinese website companies.

The points are following:

 US GAAP profitability of US$112,000 achieved well ahead of schedule.

      Non-advertising and advertising revenue contribute to a balanced, diversified 51%-49% revenue mix ahead of schedule.

       Advertising revenues grow by 52% year-on-year to US$3.7 million, reflecting widening domestic client base.

      Non-advertising revenues soar 237% year-on-year to US$3.8 million through sustained conversion of SOHU's user base into consumers.

      Domestic advertising clients provided an all-time high 84% share of advertising revenue and for the second consecutive quarter dominated SOHU's top 10 advertisers list. Advertisers included leading companies such as TCL (computers), Capitel (handsets), Taiweishi (electronics), Huanqiu (sporting products), Yangshengtang (consumer products), and the Everbright Bank of China.

       Non-advertising revenues from consumer services, consisting mainly of e-subscriptions (premium services and short messaging) and e-commerce sales, contributed 51% of total revenues in Q3 2002, overtaking advertising revenues for the first time as the largest source of revenues. Through e-subscriptions, SOHU is monetizing its vast user base of over 50 million registered users and leveraging existing products such as email, alumni club and news.

        And value added service for mobile is around the 60% of the total of non-advertising revenues. That mainly includes Short message, mobile picture, ringtone, and mobile game.

 

(More information see training site news page)

 

STUDYING OF CDMA

(Code Division Multiple Access)

 

CDMA is a "spread spectrum" technology, which means that it spreads the information contained in a particular signal of interest over a much greater bandwidth than the original signal.

 

When implemented in a cellular telephone system, CDMA technology offers numerous benefits to the cellular operators and their subscribers. The following is an overview of the benefits of CDMA.

 

1.

Capacity increases of 8 to 10 times that of an AMPS analog system

2.

Improved call quality, with better and more consistent sound as compared to AMPS system

3.

Simplified system planning through the use of the same frequency in every sector of every cell

4.

Enhanced privacy

5.

Improved coverage characteristics, allowing for the possibility of fewer cell sites

6.

Increased talk time for portables

7.

Bandwidth on demand

 

There are now different variations, but the original CDMA is now known as cdmaOne.

 

As of September 2002, there were 127 million CDMA users worldwide, with 55 million of these in the USA

 

By the end of September, there are 4 million CDMA users in China. And in China, China mobile manage the GPRS, and China Unicom manage the CDMA. CDMA and GPRS will be the next emphasis of their competition. CDMA and GPRS both belong the 2.5G. From GSM develop to GPRS is easy, just need small investment to change some equipment and develop some equipment. But from GPRS develop to 3G, need big investment to change so different equipments. From GSM develop to CDMA, need a big investment to change the different equipment, but from CDMA develop to 3G, just need small investment to develop the equipments and change some.

 

Just last week, China Unicom gave a big order to 6 companies especially US companies to buy the equipment of CDMA 1x. And plan when they finish CDMA 1x, they can support 30 million CDMA users in China.

(For more information see training site studying page)

 

NEWS

A RESEARCH SHOW THAT SINA.COM IS THE MOST POPULAR WEBSITE IN CHINA

2002, October http://www.market-exp.com did a research about the Internet in China. The rating of the traffic volume of the website is: the top three are: 1.SINA 21.2%.   2.SOHU 19%.   3.NETEASE 14.9%. and Yahoo China is 6%.

http://tech.sina.com.cn/i/c/2002-10-28/1321146362.shtml

The experts think, after SOHU have profit, all of the Chinese top three website will have profit in the future, and the important think for them is have themselves business model. SOHU focus on 2 Cs, enterprise customers and individual customers. SINA focus on the portal, almost all business. And NETEASE will give up enterprise customers and focus on the individual customers especial in SMS and Internet game.

http://it.sohu.com/03/14/article17171403.shtml

 

CHINESE WEBSITE STOCK GO UP WELL THIS WEEK

In this week the first two days, most NASDAQ stock went down, but Chinese website stocks went up very well.

In the two days.

SOHU  +1.06       +42.4%

SINA    + 0.415    +24%

NTES   +0.98        +30%

We can see the news that SOHU already earn money give many people confidence.

 

 

 

 

 

 

 

 

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