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

QCOM 164.53

-0.4%

Jan 14 3:59 PM EST

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To: Eric L who wrote (49178)	12/11/2005 3:50:58 PM
From: slacker711	Read Replies (1) of 197214

<i.Given the 3 million decline in PDC subscribers in Q3, PDC replacement sales are still holding up surprisingly well, and the blurb would indicate that CDMA2000 handset sales currently contribute less than 15% of total handsets which surprised me ... Those numbers dont make much sense to me. For the third quarter, KDDI sold 3.22 million handsets or about 28% of the total that Garner cites. KDDI doesnt break down the percentages by service, but I feel safe in saying that the vast majority of the handset sales are CDMA. kddi.com WCDMA sales are doing ok in Japan but unfortunately we havent seen any acceleration in overall handset sales. None of the features in 3G have seen the type of acceptance that camera phones and imode saw in previous sales cycles. Slacker

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