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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (81864)	11/18/2008 11:42:14 AM
From: Eric L	Read Replies (1) \| Respond to of 197032

India Still Goin' and Blowin' and Bucking a Global Trend ... India remains the world’s fastest-growing major market for wireless services and the second-largest market for such services after China, with both GSM and CDMA prospering. September: >> Slowdown? India Adds 10 mn Mobile Users in September. Even when consumer spending is low due to double-digit inflation and pernicious global financial crisis, India has registered a whopping 10 million new mobile phone subscribers in September. According to the figures released by industry, GSM operators added 7.69 million new subscribers, while CDMA operators added 2.34 million new users, taking the total mobile subscriber base to 310 million. Out of the 310 million, GSM subscriber base stood at 233 million, with a market share of 75 per cent. The increasing addition of mobile phones shows that it has become an essential commodity oblivious to cyclical downturn, according to an industry analyst. India has been adding mobile users at a blistering pace, ranging between 7 million and 9 million, but the 10 million addition milestone is special as it has come at a time when not only convulsions of global financial crisis but also fears of impending recession are leading consumers to be thrifty. ### business-standard.com Slacker, << Another 2.3m CDMA net adds in India during October. >> ... and another 10+ million subscriber net adds overall: October (prior to the ASUPI reporting you linked): >> No Slowdown Here: GSM numbers Rise 8 million in October: Buoyed by festive-season sales, GSM telecom companies added about 8 million subscribers in October, their highest-ever addition in any month. According to the latest figures released by the Cellular Operators’ Association of India (COAI), the GSM operators added 7.7 million subscribers (excluding Reliance Telecom) during the month. The data assume that Reliance Telecom added about 370,000 subscribers, the same as in the previous month. The GSM subscriber base in the country is now estimated at 242 million [out of ~325 million]. ### business-standard.com Do you have a feeling, or have you seen any conjectures, for how Reliance's expanded GSM rollout will affect the CDMA/GSM mix going forward? >> ... Reliance Communications chairman Anil Ambani said the company would be able to maintain margins even after its GSM expansion. Most of Reliance Communications' subscribers are on the CDMA platform, but it is expanding GSM services to cover all of India. ... The company plans to complete commercial roll-out of its GSM services by mid-2009 and the revenue strategy will be to focus on building market share in the incoming international roaming segment. ... The Anil Ambani company plans to roll out GSM services in 14 circles by the end of calendar 2008 in addition to the few circles, in which it is already offering GSM services. ### tinyurl.com Interview with SP Shukla, President of Wireless Business at Reliance Communications ... moneycontrol.com Best, - Eric -