This column was originally published on RealMoney on July 5 at 2:38 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.Brazil's Vivo ( VIV), India's Reliance, and China Unicom ( CHU) have been reported to be considering launching GSM network expansions to substitute for their current CDMA operations. This potential new wave of GSM (global system for mobile communications) infrastructure expansion is a substantial surprise. Just a few months ago, Vivo, Reliance and Unicom were largely expected to stick with relatively aggressive CDMA (code division multiple access) expansion plans. Brazil, India and China are the core mobile telecom growth markets, and if the leading CDMA operator in every one of these markets switches to a GSM growth track, the implications for both infrastructure and handset markets are profound. If these operators move from the contemplation to the operational phase, their actions could spur a dramatic shake-up of the global wireless market and potentially give major long-term benefits to Ericsson ( ERICY) and Texas Instruments ( TXN) most notably. Potential losers in this mobile migration include Qualcomm ( QCOM), Verizon ( VZ) and Sprint ( S).