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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: D.J.Smyth who wrote (3265)	4/4/2000 12:03:00 PM
From: DWB	Read Replies (1) \| Respond to of 5853

I can make anything sound nice statistically, especially with percentages. So TDMA just broke the Analog subscriber total... yippee. The reason it's growing "so fast" is because the basis is so much smaller. If I had 1 customer last year, and grow to 10 this year, my growth rate as a percentage would be phenomenal... They grew to 19.2 million in North America, which was an increase of 108.7%. That tells me they were at less than 9 million to start, and they added around 10 million. In Latin America, they apparently added 7-8 million more. Both of these are smaller than the subscriber growth rates for CDMA by far. TDMA's percentage is also higher than GSM's, but I don't see that system dying soon either. What this tells me is that the existing systems have a great barrier to entry, and will keep running on overall demand for the time being. Consumers don't know enough to know the differences yet, but that time is coming too... Just wait until data hits the fan. DWB Q2.5K/Y2K+5