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

QCOM 175.25

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Dec 19 9:30 AM EST

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To: Ramsey Su who wrote (12211)	6/28/2001 11:25:10 PM
From: Eric L	Read Replies (2) of 197001

Ramsey, << In 4-5 years, it is going to be a practically 100% CDMA world regardless of flavor. >> Not to be a spoil sport but, if you look at the sub forecast in latest QCOM slideware just posted, by 2005 end (4 years), CDMA (all flavors) will be 25% of the worldwide sub base, which is a big improvement over todays 12.1%, but quite a ways from 100% The same source that is forecasting CDMA subs of 375,000 (including 10 million WCDMA) by end of 2005 is forecasting 971.5 GSM (GPRS) subs end of 2005. Then there is TDMA and PHS, and if there are only 10 million WCDMA there is a lot of PHS left. << there is no 3G standards that is not CDMA >> Two are not. One is EDGE. Other is DECT. Neither are forecast currently to have major impact 4 to 5 years out. That could change. - Eric -

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