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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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To: cfoe who wrote (7117)	2/8/2001 1:47:10 PM
From: Eric L	Read Replies (1) of 196628

cfoe, << Does anyone know of a source for total CDMA infrastructure $ spent by year >> I'd like to find that myself. Right now I'm digging into infra orders and revenue market share by vendor - all technologies - for CY2000. I do have some data for the last 6 months book (not bill) for 1x, GPRS, EDGE, UMTS. Not totally verified but I think reasonably accurate. * Worldwide orders for 2.5G and 3G infrastructure placed in the six months ended December 31, 2000 totalled $17.35 billion USD. Ericsson.the big winner (43% of the UMTS/WCDMA market for that period). * GSM based equipment (GPRS/EDGE/UMTS) accounted for more than $16.6 billion. $740 million was contributed by five contracts for 1xRTT infrastructure ($565 million to Motorola and $175 million to Nortel). - Nortel's order was from Leap. Motorla secured ALLTEL (2), KDDI, Sprint PCS. - Something makes me think ERICY may have a 1xRTT order and may have been placed in January. Anybody have recall on this? Note: SKT or KTF orders not included in this 6 months total. - - SKT supplied by Samsung (Sept. order) $? - - KTF by Hyundai (Sept. order) $? - - LG ? presumably LG $? Thats all I have. - Eric -

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