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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 175.32+0.3%Dec 8 3:59 PM EST
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To: Keith Feral who wrote (40023)9/7/1999 11:49:00 PM
From: Maurice Winn  Read Replies (1) of 152472
 
Keith, there were 23m at the beginning of 1999. Then 33m 6 months later. There are not enough parts, so I guess people are putting off getting a handset or buying a less desirable choice which might be GSM or TDMA. If CDMA added only 10m in the six months to June, it is quite an acceleration in growth rate to add 20m in the following 6 months, let alone the 28m you say.

Well, I suppose it's possible but I really thought 53m was going to be a stretch back in February. I suspect everyone else thought it dreamland too and obviously the people who actually produce them did because they are short of parts in a big way.

This is starting to look wild! Japan and USA, the two biggest economies on the planet are only just getting warmed up on cdmaOne. This could be quite a celebration for Qualcomm going into the 21st century at the end of 2000.

Maybe that 13m isn't quite right and it was really less than that?

I'll stick with 53,141,592 for the end of the year for now. Maybe there'll be some returns or something.

Korea has been using cdmaOne handsets since April 1996 and millions of them since 1997, so they will start trading in their old ones for up to date ones with MSM3000, WWeb access and great battery life. Sales there could go crazy.

Good grief, it's hard to think of numbers big enough.

Mqurice
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