China Mobile: You're Still the One

From ChinaTechNews: China Mobile: You're Still the One

"The value of China Mobile (and to a lesser extent, China Unicom) lies not so much in its mobile phone subscribers, but in its value as one of the only operator in China's mobile information super-highway.

Super-highway? It sounds so early 90s, when the big buzzword was "information super-highway", but it is still an appropriate metaphor for China Mobile. If you are a wireless content provider like Linktone (LTON) or one of dozens of similar companies, you have to deal with China Mobile. If you want to advertise to Chinese mobile phone users, you have to deal with China Mobile. China Mobile is the operator of the only toll-both to the highway."

"(...) So fear not as you look at China Mobile's subscriber numbers. At 214 million subscribers, they are still impressive, and are not even the end story. As it stands today, China Mobile is holding all the wireless cards."

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