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In fact, Brown notes in his report that "CEO Kurt Hellstrom told an investor conference in New York that he would like Ericsson to be one of the top three CDMA suppliers and would look at acquisitions to achieve this." As achieving top-three status would mean buying the CDMA infrastructure business of either Lucent, Motorola, or Nortel, Brown does not believe that any such move is imminent, and that "consolidation will not happen until the industry is on a more stable footing, i.e. when suppliers are profitable at the operating level and have manageable debt." The good news for all these players, though, is that CDMA is a growing market. Although its use trails that of rival wide-area network mobile technology GSM, which accounts for 763 million subscribers at present, this year's 135 million CDMA users will grow by 192 percent during the next four years, reaching 394 million subscribers in 2006, according to projections by mobile industry research firm EMC. — Ray Le Maistre, European Editor, Unstrung The latest Wireless Oracle report, "The 'X' Factor: Competitive Positioning in the CDMA Infrastructure Market," is available for $400. An annual subscription to the Wireless Oracle is ordinarily $1,250 but is currently available at the special introductory price of $899. For more information, including subscription information and research examples, visit the Wireless Oracle at www.wireless-oracle.com. Editor's Note: Light Reading is not affiliated with Oracle Corporation.