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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (31260)	9/8/2000 1:31:41 PM
From: Eric L	Read Replies (1) of 54805

re: voice and DATA 2.5G wireless tornado watch signal? "600-650 MILLION CELL PHONES IN 2001?" Article from yesterdays "Semiconductor Business News" here: semibiznews.com Excerpt: National Semiconductor executives said wireless chip customers were continuing to forecast *420-to-430 million* cellular phone shipments *in 2000, and preliminary forecasts from handset makers now show the number of phones could increase by 40-50% in 2001. Last year, 270 million* cell phones were produced worldwide. Comments: * The ratio of handsets sold to net subscriber adds is increasing, even while the rate of subscriber growth is slowing. * GPRS has launched commercial. * 1xRTT about to launch commercial. * WAP has migrated from CDMA to GSM, and we have WAP like interfaces for CDPD used with TDMA. * GPRS and 1xRTT emphasize DATA capabilities on a voice mobile. * Subscribers will churn for new DATA services (other reasons to). * Subscribers will replace handsets for new DATA services (other reasons to). * Rumors are Mike Buckley MAY purchase a mobile for DATA services Note: Above numbers do not include wireless enabled handhelds, wireless modems, etc, or a Mike Buckley purchase, and NO EDGE. - eric@dwarfthrowingshouldbebanned.com -

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