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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Percival 917 who wrote (4499)9/3/1999 12:28:00 AM
From: StockHawk   of 54805
 
CDMA market share - I don't think this has been posted here yet, but forgive me if it is redundant. The August issue of Telecommunications said "CDMA is now the top selling mobile handset technology in the United States with 35.4-percent market share, according to a recent study by Dataquest. TDMA technology was second with 30.9 percent."

It continued "Dataquest also predicted a harbinger of change in a handset market traditionally dominated by the Big Three manufacturers (Ericsson, Motorola and Nokia). Powered by its market-leading share in CDMA, Qualcomm moved past Ericsson into the No. 2 spot during the first quarter in both digital market share and over-all market share."

I traced the source back to a July 12 press release by Dataquest:

gartner3.gartnerweb.com

GartnerGroup's Dataquest Says CDMA Was
Best-Selling Mobile Handset Technology in the U.S.
During First Quarter 1999

San Jose, Calif., July 12, 1999?The U.S. mobile handset market has begun
the transition to code-division multiple access (CDMA) and is becoming the
dominant digital technology in the United States, according to Dataquest Inc., a
unit of Gartner Group, Inc. (NYSE: IT).

CDMA (IS-95) handsets were the No. 1 selling handsets in the United States
during the first quarter of 1999 with sales of 3.2 million units, surpassing the
more established time-division multiple access (TDMA) technology, which
accounted for 2.8 million units in the first quarter. U.S. digital mobile handset
sales totaled 7 million units in the first quarter of 1999. TDMA (IS-136) had been
the No. 1 handset technology in 1998 with 8.2 million unit sales, followed by
CDMA with 6.8 million units and Global System for Mobile Communications
(GSM) 1900 with 2.9 million units.

Nokia continued to lead the U.S. digital handset market, reaching 32.4 percent
market share in the first quarter of 1999 (see Table 1). Nokia was also the No. 1
vendor in the segment in 1998, when its market share was 34.5 percent.
QUALCOMM was the No. 3 vendor in 1998, but the company moved into the
No. 2 position in the first quarter of this year.

Table 1
U.S. Digital Handset Market Share Estimates by Unit Sales for First
Quarter 1999
Company
Q1/99 Market Share (%)
Nokia
32.4
QUALCOMM
14.8
Ericsson
12.7
Motorola
11.2
Audiovox
7.4
Total Market
100.0

Source: Dataquest (July 1999)

"With the United States becoming a home market for CDMA, handset vendors
that win here will have an advantage as the technology spreads to the Latin
America and Asia/Pacific regions," Mr. Hoffman said.


StockHawk
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