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

To: w molloy who wrote (6106)	2/2/2000 12:07:00 PM
From: Randall Knight	Respond to of 13582

Forecasts through 2004 I wonder if China changes things?

To: w molloy who wrote (6106)	2/2/2000 12:20:00 PM
From: puzzlecraft	Read Replies (2) \| Respond to of 13582

The slide showing the evolution paths of CDMA and GSM to 3G leave outs HDR! strategisgroup.com (go to page 14) The CDMA path shows "CDMA" going to "IS-95B 64kbps" then to "IXRTT 144kpbs" and then to "3G 2mbps". The GSM path shows "GSM/TDMA" going to "GPRS 115 kpbs" and then to "EDGE 384 kbps" and also an alternate route to EDGE skipping GPRS, then from EDGE to "3G 2mbps". But what about 3X and HDR???? HDR is 2mbps... is HDR = 3G??? If not, then when the CDMA path goes to HDR which is 2mbps, why go from there to "3G" at all? Was the chart designer in denial in leaving out HDR? Also, can GSM go to 3G without HDR? Also, does CDMA going to HDR require 3X? John

To: w molloy who wrote (6106)	2/2/2000 7:34:00 PM
From: pheilman_	Read Replies (2) \| Respond to of 13582

Suspect growth numbers. Note the careful choice of the numbers in this excerpt. The cited report gives numbers from 1996 through 2004. So, there are some actual numbers and some projections. Now let's look at the projected growths. ................ ..... . . ...........Actual. . . . . . . . . . Projected. GSM year over year.. ..75%. 65% . 35%-->20% 7% CDMA year over year 150% 74% 104%-->29% 38% CDMA growth suddenly falls below GSM. The actual numbers show a clear saturation in GSM sales and an acceleration in CDMA sales so why project the opposite? Plot the sales on a logarithmic scale, makes the poor curve fit obvious. Eric's careful editing of the table made this bizarre projection a lot harder to spot. Must have just gotten tired of typing in the figures. Oh, yeah that was from the NOK thread, hmmmm. For Q holders, this is great news, expensive reports are still being sold that are generated by GSM shills. And analysts are thinking they are doing due diligence when they read them and make projections.