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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (26378)6/15/2000 3:22:00 PM
From: 100cfm  Read Replies (1) of 54805
 
This is what I think is going on

1. Does anyone really believe that Korean carriers are going to let their new subscriber growth fall off a cliff after investing billions into their systems and about to invest a few more bil to upgrade to 1X. I think not. They have no choice but to keep signing on new subscribers as fast as they can and will find an alternate way to do it.

2. China is basically taking the same path as the U.S.
I think Q figured that the U.S. and China would follow the IS95 abc's upgrades as Korea and Japan did. Since they are now electing to go directly from 95a to 1X it means they by-passed GO and Q doesn't get to collect it's $200 till next yr. when 1X starts being installed. We lost this yr in the transition from IS95 to 1X.

3. I doubt G* will go up in smoke ala Iridium.

4. The only thing that matters are the numbers. How many new licencees did they sign up, how many new carriers have decided to build out with CDMA, how many new CDMA subscribers are there and lastly how many ASICS were sold and HOW many will be sold in the future. Everything else is noise. Keep the earmuffs on until the numbers come out on july 19th. Hope we survive the blitzkrieg of FUD until then.

100@diggingmyfoxholenow
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