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"Probably the surest bet is to buy companies that actually build the wireless infrastructure, like QCOM"

Notice that QCOM no longer builds CDMA infra, but sold that biz to ERICY.

However most wireless data users will be connected to internet via GSM . In 1998 GSM 57%, PDC 17%, CDMA 15% and TDMA 10% of digital cellular networks.

If you buy a CDMA only company you may not get a leader. MOT makes GSM, CDMA and TDMA. ERICY GSM, CDMA and TDMA. Nokia is with GSM. All these companies promote wireless access to Internet and WAP and will make 3G gear as well.

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