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To: Peter J Hudson who wrote (6725)	7/31/2000 2:57:14 PM
From: tero kuittinen	Respond to of 34857

It's OK in the coastal provinces in China. Awful in the interior - India is generally a mess. I wouldn't look at the nationwide statistics, since the purchasing power is concentrated around a couple of boomtowns. Shanghai alone is worth three minor European markets. It's like in Russia - St. Petersburg/Moscow axis is the only thing that matters for the next five years. If they can get these hotspots covered well, all sorts of mobile stuff take off. Vimpelcom is doing 150% a year around Moscow, which is a sign that something is going right. Good coverage among 15 million people and worries about the rest of the country can come later. India is now getting a new national GSM network and the existing operators are finally getting their acts together. It's the biggest mobile growth market that nobody talks about. Second generation network sales growth has to come from these markets - 3G growth spike is no good for vendors if the 2G sales are not buoyed by new markets. Tero