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Technology Stocks : Nokia Corp. (NOK)
NOK 6.600+0.2%9:31 AM EST

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To: slacker711 who wrote (1083)8/3/2001 11:13:39 AM
From: Eric L  Read Replies (2) of 9255
 
Slacker,

<< Korea's CDMA population of 26,555,000 makes up 72.8% of the overall CDMA total. >>

The overall total here is Asia-Pacific total, not world total, through March ending 2001.

The article notes:

The country with the next highest CDMA population is Japan with 8,277,000 at 31 March 2001.

I found this interesting (but am not sure it is accurate):

All Korea's cellular subscribers use CDMA and its number of subscribers declined from 26,816,000 in December 2000 to 26,555,000 in March 2001. Korea has had a hard 10 months since handset subsidies were withdrawn in May 2000 and this has had a big impact on CDMA's growth in Asia Pacific.

The article does not break out CDMA in other countries in the region. The article has end of March subs for the region as 36.5m. If you add Korea's 26,555,000 to Japan's 8,277,000 (total 34,832,000) other Asia-Pacific countries represent about 820,000 CDMA subs, which seems a little low.

There is a major discrepancy in the article between EMC's numbers, and CDG's.

At December end EMC had Asia-Pacific CDMA subs at 35.5m which matches up pretty closely with CDG's 35,730,000.

CDG however shows Q1 growth of 3,887,000 subs from 35,730,000 to 39,617,000.

EMC shows Q1 growth of only +0.9m, from 35.5m to 36.5m.

I haven't been able to account for the discrepancy.

On a worldwide basis CDG shows 90,403,000 worldwide subs through March end against 91.5m for EMC which is pretty darned close. The two do define regions a little differently, but again I can't account for this major discrepancy in the Asia-Pacific Regions numbers between the two entities for the period in question.

- Eric -
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