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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jim Mullens who wrote (53896)	4/29/2003 10:20:41 AM
From: Eric L	Read Replies (1) of 54805

3G Infra << It has been my understanding that much of the WCDMA infrastructure has been deployed and problems with the WCDMA technology is the main cause retarding commercial deployment of WCDMA and "royalty flow to Qualcomm". >> Much of the 3GSM WCDMA infrastructure has NOT been deployed. As a matter of plain and simple fact only a miniscule amount of the infrastructure necessary to eventually support 3G buildouts has been deployed to date, or will be deployed this year. That is the reason that the infra king announced this morning that sales fell 35 percent over the year-earlier period and will finish this year with 50% of the staff they employed 30 months ago. Perhaps the ramp will start next year, but that is hardly a given. - Eric -

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