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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (24389)	5/9/2000 1:01:00 PM
From: Eric L	Read Replies (1) of 54805

Mike, << CDMA adoption is clearly in a tornado but the numbers continue to slip >> GSM numbers have been posted (for several weeks) and obviously calculate off a larger initial base: gsmworld.com Total GSM Subscribers: 1st Q '99 = 160.9 2nd Q '99 = 187.4 3rd Q '99 = 215 4th Q '99 = 254.7 1st Q '00 = 285.4 I didn't run the percentages. You might want to do so. Also forecasted growth (annual, not quarterly) is here: gsmworld.com EMC is pretty reliable. Their forecast for 99 erred a tad to the conservative side if I recall. - Eric -

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