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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 181.30

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Dec 11 3:59 PM EST

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To: Keith Feral who wrote (6167)	2/3/2000 10:48:00 AM
From: Eric L	Read Replies (1) of 13582

Keith, << You are absolutely correct about cdmaOne accounting for less market share than GSM UMTS systems in 2005 >> Please . Ouch! <g> I did not say that or anything remotely close to it. That is not the case and I was referring to cdmaOne v. GSM (2G/25G). The first serious report I have ever seen that projected GSM UMTS subscriber numbers was the Strategis report. << However, groups like Strategis failed to account for the fact that the air interface for UMTS will be CDMA >> I have not coughed up the bucks to read the report. Let me assure you that Strategis did NOT fail to account for this. << A VOD customer today in Europe is the same thing as a UMTS based CDMA customer in the next five years >> No. UMTS subscribers will be not be counted as CDMA. cdmaOne & cdma2000 customers will be counted as CDMA. Any VOD subscriber in Europe for the next few years will be counted as a GSM customer (or a GSM GPRS customer if the numbers are broken out that way). What VOD does (in Europe) beyond their currently announced plans is certainly worth watching. Now I as a US VOD customer (BAM) will be counted as cdmaOne for the foreseeable future. << GSM will be non existant in 5 years >> Would you like me to agree with that? I can not. << it would not be politically correct for these non independent thinkers to issue a report paid by industry leaders such as Nokia (just an example) that GSM will be non existant in 5 years >> Being politically correct has nothing to do with it. Being as precise, accurate, and correct (as possible in a forecast) is essential. Huge business decisions ride on it. Let me assure you that CDMA infrastructure providers based in North America (MOTO, LU, NT), and the Asian as well as European handset providers, and CDG, and I assume Qualcomm, all are clients of the research firms we are talking about and subscribe there services. - EriQ -

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