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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (37957)	1/15/2001 9:55:16 AM
From: Eric L	Read Replies (1) of 54805

Apollo, I see Eric L. ... spectacularly wrong football predictions. SPECTACULARLY wrong! Every game last 2 weekends. Also the Orange Bowl. I won't pick the SB. A cheer for Art Modell however. << we were pulling for Eric's prediction that CDMA subs would hit 90-100 million in Y2K >> CDG predicted 100 million in June and repeated it in a September presentation. I optimistically predicted 90 million. Looks like 85 million if we are lucky. 70% growth YOY. About 12.1% of worldwide subs. YUK! It will be interesting to see what is projected for CDMA growth next year. I'm still noodling this so I can be as wrong again as possible. CDG has been saying 67% CAGR (over 5 years) if I recall. Good news is that EMC shows CDMA passing TDMA as dominant technology in the US in December. - Eric -

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