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Strategies & Market Trends : The New Economy and its Winners
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To: damniseedemons who wrote (14669)11/6/2002 4:20:02 PM
From: Bill Harmond  Read Replies (1) of 57684
 
Thomas Weisel on Wireless : As North American and European markets mature, firm looks to Indian wireless market to present significant growth opportunity; projects it to become 3rd largest in Asia within 5 years. Beneficiaries of new market would include QCOM, NOK, MOT, ERICD, NT, and LU. In infrastructure, LU and NT are leveraged to grow in new CDMA builds; NOK, ERICD, and MOT likely to benefit from capacity expansion by GSM operators. In handsets, QCOM will benefit from early traction in CDMA handsets, as NOK leads charge in existing GSM handsets.
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