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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (3322)4/28/2003 5:35:35 PM
From: Crossy  Read Replies (2) | Respond to of 37387
 
Sergio,
that's another twist - usually in the industrialized world, integrated comms is a tough business as penetration levels are already quite high and differentiation can be done by performance or cost advantage only. In China as in other more remote countries penetration levels are still a fraction of those typical for the US or europe. Growth should be higher in such an environment mid-term..

rgrds
CROSSY


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