“Non-messaging revenue is up 40% Y/Y driven by Vodafone “live” and laptop connectivity.” Arun Sarin, Vodafone CEOAnd the operators are investing because they're seeing the return. You can see the charts here, the growth rates are very high on their data services. As you saw in that previous chart, the voice services, the usage is not going up that much. So where is their growth coming from? The growth is coming from data services, from mobile broadband and from providing multimedia and all sorts of other kinds of services to the device.And a lot of times in the past people talked about wireless data, they meant text messaging or SMS, short message service. But if you look here on the Telestra chart, that's the operator down in Australia, that's all WCDMA. It's running a WCDMA network. They've now seen that their revenues from non-text data services have now outstripped the revenues that they had, and they're growing extremely rapidly, as you can see on that chart. So the operators are excited, the consumers are excited. Data is happening.
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Another new device that's based off of CDMA is the Kindle, the Amazon e-book reader, and that is also a new business model. You buy the device and you don't necessarily see the fact that it's a wireless device. You haven't signed up for a wireless service. The money that pays for the wireless transmission of that book down to your device is just bundled into the cost of you buying the book. And because it's an e-book, it's an even cheaper book.And this also is an interesting opportunity as we look forward for new types of displays. This one uses an E Ink display, the reflective display. It looks like paper. If you haven't seen it or tried it, I really encourage it. It's a very nice device and the fact that it's wireless means that you can buy the book anytime you want and it just shows up on your device. You don't have to hook it into your PC to make that work. So brand-new business model, great new device, a lot of innovation going on there.