sparkly wrote:@guru the indians seem to know a thing about operating emerging markets. Look at YU, late entrants and short of resources but they have managed to make a mark. Airtel is also the world's 5th largest mobile co by subscriber nos. The landscape will definitely change, but to what extent?
@sparkly..If we have a Billion Indians and 3billion chinese, then phone operators from those countries are likely to be quite big in terms of number of subscribers. One of my professor (he was chinese), once said that he wanted to go to china and sell syringes at dollar each with the aim of having each chinese buy..just one...making him a billionare at the end of it lol
As an investor I behave like a tick, patiently waiting on grass and larch onto the first cow that shows up. As an investor I dont behave like a tick...I jump off the the cow as soon as am fully engorged before it dies...