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Technology Stocks : Nokia Corp. (NOK)

NOK 6.910

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To: Caxton Rhodes who wrote (2557)	10/16/2002 8:16:07 PM
From: Eric L	Read Replies (2) of 9255

"GSM is toast" Hark! Do I hear an echo of Caxton Rhodes' war whoop from those days of yore when QUALCOMM was the poster child for irrational exuberance? Total Subscribers End Q3 2002 QCDMA GSM Digital All 134.4m 747.5m 1080m 1049m Source: EMC Cellular 27 Month Relative Market Share of CDMA & GSM QCDMA Market Share GSM Market Share % of all % of digital % of all % of digital Q3 2002 End 12.4% 12.8% 69.2% 71.3% Q2 2002 End 12.3% 12.7% 68.6% 71.0% Q4 2001 End 11.7% 12.3% 67.0% 71.0% Q2 2001 End 11.5% 12.3% 65.7% 70.6% Q4 2000 End 11.5% 12.7% 64.4% 71.4% Q2 2000 End 11.9% 13.9% 56.6% 66.1% * In 27 months CDMA wireless market share has increased by 4.2% (½ of a percentage point) while GSM wireless market share has increased by 22.3% (12.6 percentage points). * In 27 months GSM has increased digital market share by 7.9% (5.2 percentage points) while CDMA has declined 7.9% (-1.1 percentage points). Which just goes to show ... ... QCDMA is Toast! Now actually I don't really think it is, but it's always fun to say it since technology adoption of QCDMA has been so abysmal for so bloody long. Have heart. Things ARE improving. Good things take time. Lots and lots and lots of time. More lots and lots and lots of time than I anticipated. Here is the good news: After 2 years of a growth rate trailing both GSM and TDMA and based on subscriber net adds for the first 9 months of this year, CDMA is growing at a CAGR of 27.22% compared to a CAGR of 21.35% for GSM and a CAGR of 18.86% for TDMA. Meantime, Looking back through some old chestnuts I ran across this beauty ... ============================================================================ To:Puck who wrote (7216) From: Caxton Rhodes Wednesday, Sep 20, 2000 1:47 AM Better check the capacity effects of edge, it will never get implemented. Seriously, this is a heads up. Caxton ============================================================================ Thanks for the heads up. Best, - Eric -

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