To: Valueman who wrote (1233 ) 9/2/1999 5:59:00 PM From: Maurice Winn Read Replies (2) | Respond to of 13582
Okay, here are the 2000 figures for cumulative cdmaOne handset sales. Resetting the scale to . = 10m to make the graph manageable. Dec1995 start in Hong Kong Dec1996 1m Jun1997 3m Dec1997 7m Jun1998 12m Dec1998.. Jun1999... Dec1999..... Jun2000........ Dec2000............ Yes, 81,415,923 by June and about 122m at the end of 2000. Japan, USA, Australia, Brazil, Mexico, Canada and maybe even NZ will be buying cdmaOne handsets in earnest. 1999 was a good warm up and the tsunami arrived in many areas. But it is just gathering momentum. China will start up. Korea will buy more. Then there is Peru and all the others which will enjoy the reduced handset costs and improved functionality. Parts shortages will reduce [or at least be at vastly higher levels]. More and more subscriber licensees will get their handsets ready. Ericy, King of Hagfish, will have been fully redeemed [sort of - I bet Lars Ramqvist feels like a fool, saying he'd deny his customers their request for CDMA] and will be building cdmaOne networks flat out and selling cdmaOne handsets. What do you reckon Tom? Does that graph match yours? Vman, there are about 19m Australians and something like a third or 40% of them have cellphones, most of which are analogue. Telstra must have about half of those, maybe 70% for all I know. Guessing only. But there are other cdmaOne networks being built. AAPT for example. Hutchison. Others. Some GSM still under construction, unbelievably, = OneTel which is a new network, not an expansion. So there should be a few cdmaOne handsets sold there by Dec 2000. Maybe 2m or 3m - even 4m? About 10m will be able to switch to cdmaOne in a month or so. Mqurice