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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.80+0.3%3:59 PM EST

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To: SKIP PAUL who wrote (17479)10/31/1998 2:16:00 PM
From: tero kuittinen  Read Replies (3) of 152472
 

Consider this: Hong Kong, Singapore, Taiwan and China, the most economically viable areas of Asia are also GSM strongholds. If CDMA operator would suddenly materialize in Shanghai they would have to sell their phones to customers who know that the phones would not work in other Chinese-speaking areas of Asia. Why would anyone buy a phone like that? Why would anyone build a huge CDMA network in China knowing that it would take years before they could start attracting business customers, the most lucrative and roaming-dependent consumer segment. India faces a similar situation: roaming in other Asian countries is only possible with GSM unless you are only going to Korea and Japan. CDMA WLL success may be impressive... but it's not stopping GSM from becoming the dominant mobile phone standard in India. Business customers and people who travel a lot are choosing GSM. And that's where the operator revenue growth comes from.

Tero
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