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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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From: Jim Mullens4/16/2006 11:28:04 PM
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Another correction (473% larger) to my prior post – (new info)

Was>>

The 3GSM (WCDMA/ UMTS) market represents a dynamic new hyper-growth market for Qualcomm which is four fold (400%) larger than the CDMA market in which Qualcomm currently dominates.

Should read- **xxx** = corrections

The 3GSM (WCDMA/ UMTS) market represents a dynamic new hyper-growth market for Qualcomm which is **over** four fold (**473**% larger than the CDMA market in which Qualcomm currently dominates.

There can be no arguing the fact that 3GSM (WCDMA/ UMTS/ HSDPA) is the direct upgrade path for 2G GSM subscribers and that market is now for the first time addressable to Qualcomm.


GSM 1,680.0m 77.38%
3GSM (WCDMA) 46.0m 2.12%
CDMA² 301.9m 13.91%
TDMA 68.8m 3.17%
PDC 46.2m 2.12%
IDEN 23.5m 1.08%
AMPS/NMT 4.6m 0.22%
======== ======
2,171.0m 100.00%
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