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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (24921)5/17/2000 5:03:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Stan,

Not having a cell phone (cough, cough), I'm not sure of the magnitude of importance to place in the CDMA growth numbers. As an example of my ignorance, I don't know if one person can use three cell phones on the same account. If they can, certainly that presents the subscription count in a different light than if the sub count is done per phone, per laptop, per whatever device is counted.

This ignorance doesn't pose a huge problem for me because, not being an analyst, I make no attempt to make revenue predictions. Clearly, though, understanding the big picture until data-based revenue kicks in requires keeping an eye on CDMA subscriber growth. No matter what the ratio of all the hardware devices is to the number of subscribers, we do know that with more subscribers there will be more hardware devices bought by both the consumers and infrastructure providers.

--Mike Buckley
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