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Certainly China Mobile looks to be a loser here.
May 27 21:07 pm
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All Comments by weng ho teng »China Telecom Sector Reorg Plan Affecting China Mobile [View article]
Many winners however.
One great play at this time is MYST.OB, a China Netcom partner.
They will benefit in a big way from the addition of China Unicoms customer base.
125 million additional users will have direct access to MYST.OB when the deal is done.
Big in 2008. Bigger still going forward.