Brian Bober

China Mobile's Seemingly Endless Growth Potential

I wouldn't so easily dismiss the difficulties in rolling out a new wireless standard like TD-SCMA. The 3G rollout will also put a major dent in the company's free cash flow.

For the first time in a decade China Telecom may be competing on a level playing field with its expanded wireless coverage map and a far more well established wireless standard.

I think a much better play is to invest in the wireless equipment providers as a play on the 3G infrastructure investment in China.