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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (5371)	1/18/2000 10:09:00 AM
From: llwk7051@aol.com	Read Replies (1) \| Respond to of 13582

Motorola conference call excerpt cdma sales 5% decline from third quarter. Blamed Korea and component shortages and delays because on new phones to come on line from Motorola with more features. Bullish on next quarter. Several hundred million sales effect on phones due to component shortage. Large back orders for next quarter. Not cdma specific in comments. Motorola doesn't believe lost market share to cdma. Look at upside for new dual band phone. New units of cdma vseries phones starting in next quarter. 3g orders starting. Don't expect major effect until 2001 and beyond. Regions Europe and Asia. 260 million units in 1999 expect 360 million to four hundred million handset sales in 2000. Not broken down between cdma and others. Motorola conference call was strange. I am not certain how much it will effect qcom. They did predict very good growth next quarter for cdma handsets. There discussion of order shortfall left a lot to be desired. For example, they blamed drop in Korea on lack of subsides in Korea. I think this more likely due to Korean competition. The hard part to judge is there statement that they do not think they lost market share in cdma market. If Motorola was referring to world wide sales as opposed to US sales of hand sets (it was not clear to me) that means there will be sequential decline from third quarter in handset sales. I also have problems in how much I accept Motorolas statements. There management seems to make excuses. There will be a replay of conference call for those interested. I would be interested in other insights or corrections to my notes on call. Robert

To: slacker711 who wrote (5371)	1/18/2000 10:41:00 AM
From: LBstocks	Read Replies (1) \| Respond to of 13582

CDMA Catching Up On GSM As Bluetooth Is Born - Report TEMPE, ARIZONA, U.S.A., 2000 JAN 18 (NB) -- By Sylvia Dennis, Newsbytes. While GSM is the dominant standard in the global wireless market, CDMA (code division multiple access) technology is growing very rapidly, according to a report released today. The Micrologic Research report, entitled "Wireless 2000," also says that Bluetooth technology - the wireless local area network (LAN) for mobile phones and other mobile devices - still needs some work if it is to take off as some experts say. The study reports that shipments of cdmaOne telephones grew 166 percent in 1999 to 42.3 million units. However, despite this, the report says GSM's head start in the market gives it a much larger presence and practically guarantees that GSM will continue to lead the digital cellular market during at least the next five years. In its report, entitled "Wireless 2000) Micrologic says that GSM cellular phone shipments totaled 125.6 million units in 1999, up 42 percent from 1998. Wireless 2000 forecasts that 254 million GSM telephones will be sold worldwide in 2004, compared to 180 million cdmaOne telephones and 48 million TDMA phones. The report projects sales of the emerging third-generation (3G) phones in 2004 at 10.6 million in Europe, 6.8 million in Japan, and 6.8 million in the Americas. Jack Quinn, the $2,850 report's author, is cautious on Bluetooth. He argues that the Bluetooth market cannot take off until it is reduced to a single, inexpensive semiconductor chip. "I don't see that happening before 2002," he said. Forward Concepts, which is marketing the report, has details of the study on its Web site at forwardconcepts.com . Reported by Newsbytes.com, newsbytes.com . 08:22 CST (20000118/Press Contact: Jack Quinn, Micrologic Research 602-231-8625; Will Strauss, Forward Concepts 480-968-3759; Niels Kellerhoff, Forward Concepts Europe +49-211-467-998 /WIRES ONLINE, TELECOM, BUSINESS/)