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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (33742)10/26/2000 1:57:32 PM
From: Apollo  Read Replies (1) of 54805
 
The CDMA Development Group (CDG) announced that worldwide CDMA subscribers for the period 3Q00 exceeded 71 million

Message 14664225

This was posted on the Qcom/buy thread, but little response so far. Sequential growth, in North America and worldwide is tailing off, if these numbers are correct. The CDG web site has not inputted the data yet, or updated their graphs, but I suspect growth in 2G is slowing based on these data. Hopefully, I've misread the tea leaves

  
4Q ('99) 1Q, 2Q, 3Q, (in millions)
World 50.1 57.3 65.9 71
N. America 16.5 18.5 23.1 27
Latin America 5.1 6.5 8.7 10.5
Asia 28 31.7 33.5 33.5


Comments from the smarties??????

apollo
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