Silicon Investor (SI) -- The First Internet Community

To: A.J. Mullen who wrote (109366)	2/6/2012 4:19:42 PM
From: veritas501	1 Recommendation Read Replies (4) \| Respond to of 117521

I don't want to rain on anyone's parade (alright, I'll make an exception in Qualcomm's case) but it seems to me Mirasol is the least of Qualcomm's problems. Most of CDMA subscriber growth is coming from Asia. Exclude Asia and CDMA subscriber growth is anemic. In fact, it's actually declining in Latin America, falling by more than 50% since its peak in the region. Latin America should be a CDMA stronghold since CDMA shares the same core network with TDMA. As for Asia, what is driving CDMA's growth in China is simply the sheer size of the country. With a population over one billion people, even Analog would do well in China, although it's important to note CDMA is badly lagging GSM in China.