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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.25

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Dec 19 4:00 PM EST

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To: slacker711 who wrote (52964)	6/30/2006 10:24:37 AM
From: slacker711	Read Replies (5) of 197001

I know that this thread is going to go into an absolute frenzy of accusations about bribes, kickbacks, and just plain stupidity on the part of both Reliance and Vivo. However, prior to that, I really do think it is worth looking at these numbers again. trai.gov.in The All India blended Revenue Per Minute (RPM) for Mobile Service (GSM) for the quarter has marginally increased from Rs.0.92 in the quarter ending Dec-05 to Rs. 0.93 in the quarter ending March 06. The All India blended Revenue Per Minute (RPM) for Mobile Service (CDMA) for the quarter was Rs.0.47 as compared to Rs.0.55 in the previous quarter implying a reduction of 14.5%. Think about it, GSM is clearly more expensive than CDMA in India, and yet three out of every four new subscribers choose GSM. Why is that? In the end, the customer is king....and they must see a substantial extra value from going with GSM over CDMA. It might be brand, handset choice, handset prices, SIM cards, roaming, or maybe they just love Europe, but it is obviously SOMETHING. Slacker

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