Cell phones and wireless value-added services (VAS) have taken China by storm, leaving wire line telephone service in the dust. China’s major wireless companies are healthy and growing. We have great affection for China Mobile, which was a huge winner for the Cabot China & Emerging Markets Report back in 2007. But the big telecoms are old news now, and a better place to look for growth is in AsiaInfo Holdings (ASIA), a Chinese company that offers software solutions and software protection for the big phone companies. AsiaInfo’s software suite allows customers to build, manage and enhance their communications...