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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.59-3.9%Nov 20 3:59 PM EST
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To: Rick who wrote (34002)7/4/1999 1:46:00 PM
From: slacker711  Read Replies (1) of 152472
 
"Recently, I visited India after a long absence. I was absolutely baffled by the extent of technology growth and above all, cell phones. Even little towns had people with cell phones.

I did a little research on cell phone growth in India after I had posted a question about it a while back....Unfortunately I couldnt find a breakdown of the subs between GSM, CDMA and analog but it was pretty clear that GSM was leading the way. There seemed to be a number of regional GSM carriers but none with a nation-wide buildout yet. The only references to CDMA were with respect to WLL and 3G (but this was all W-CDMA).

I know that the GSM subs will eventually go CDMA (3G) but this will take YEARS in places like India. The first order of business will be setting up a reliable nation-wide phone system (voice only), data will be secondary. Actually i'm not even sure it will be second, while voice is basically considered a necessity, surfing the net isnt much of a concern for people without consistent electrical and water systems. I really hope that Ericsson (or some other CDMA infrastructure provider) begins to push for a greenfield CDMA system or a huge opportunity will be lost for the Q.

If anyone has any info that I missed, it would be greatly appreciated.....

Slacker
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