Qualcomm Inc (QCOM)

[budro]

I feel strongly that the real difference has nothing to do with handset prices or which is the better / cheaper tech. in the long run, etc. The deciding factor (CDMA or GSM) in a place like India is "payoff". GSM group has alot more cash to do that with, and they probably are more willing to do something underhanded since they are fighting for their lives. GSM coupled with W-CDMA is inferior; there is no doubt when one looks down the road at spectrum issues and cost issues. This probably wouldn't matter to some in power who are attracted by unreported cash. And this does not speak of what cash incentives may have been given to the operators themselves.
B