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To: qbull who wrote (66285)	2/8/2000 1:55:00 PM
From: Ruffian	Respond to of 152472

More From Rich> observation The_Rich_Janitor 2/8/00 1:36 pm Just wanted to add something with regard to Korea if I may.: No matter how you slice it, sub growth in Korea will not continue to grow. In a country of 40M, over 50% penetration has already been acheived and 80% of new sub growth there is just churn (going from one carrier to another). The positive to Korea, is that while its' subs cannot continue to grow, Korea has the world's largest replacement average exceeding well over 100%. This takes place in the form of churn and upgrades. It is not out of the ordinary for an average Korean to buy 3-5 phones a year. That may sound ridiclous to an American, but their culture is very wireless centric. Also should note that Korea will be the first with 1XRTT deployment and it would be safe to calculate that 2.5G growth in Korea will grow faster than anywhere else in the world. In short, although CDMAOne sub growth will slow dramatically in Korea, the actual number of handsets sold in Korea will continue to outpace the rest of the world. Interesting, but true. Just ask Motorola and Snyder.