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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (25399)	5/27/2000 3:00:00 PM
From: Eric L	Read Replies (1) of 54805

Tek (and Cha2), Re: Important grist for the Qualcomm mill - a Great Presentation A good lead in to a "Pep Talk"? MAXIMIZING THE 3G MARKET: Perspectives on Spectrum Administration and Evolution to 3G cdg.org A "five star" address by William Bold (QUALCOMM Incorporated) delivered in Bangkok on 4/29/2000 and posted to the CDG site on 5/26/00. A must read for every Qualcomm investor, IMO. Note: This is a very large PowerPoint file (2.5MB). I suggest saving it to disk and then opening in PowerPoint (or be prepared to wait a bit). I like this slide: QUALCOMM LEVERAGES ITS LEADERSHIP POSITION IN CDMA TECHNOLOGY IN EACH OF ITS BUSINESSES * CDMA Technologies * Technology Alliance * Wireless Systems * Digital Media & Government * New Product Development Cha2 will like this slide: INTERNET ACCESS DEVICE MIGRATION I think he'll like this one also: IN 2000, WIRELINE DATA TRAFFIC BEGINS TO EXCEED VOICE And: MSM ROADMAP Some believable*** (?) actual & forecasted subscriber numbers: DIGITAL STANDARDS MARKET SHARE 1999-2005 - 1999 465 Million Subscribers * TDMA - 10% * CDMA - 13% * PDC -- 15% * GSM -- 62% - 2000 1.8 Billion Subscribers * TDMA - 14% * CDMA - 30% * PDC -- 2% * GSM -- 44% * 3G CDMA - 10% (all flavors presumably) *** Gotta dig down on this one. Not sure it jibes with other forecasts I've seen. Something is screwy. 30% CDMA in 2005 is a stretch, IMO. I work off 20% in 2004 and can't figure out how we get to 30% by 2005. Maybe there is a China dream in here. GSM lower than it should be, I think. TDMA (EDGE) is being discounted atrociously. Be that as it may, CDMA continues to increase market share. Other slides - all great: - CDMA: A DECADE OF SUCCESS THE VOICE AND PACKET DATA SOLUTION - MSM ROADMAP - IMT-2000 STANDARDS COMPENDIUM - IDENTIFICATION OF ADDITIONAL SPECTRUM FOR IMT-2000 - 3G FROM DIFFERENT PATHS - CDMA 450 OPPORTUNITY - OVERLAY STRATEGIES (5 Slides) This presentation is worth the download time! - Eric -

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