Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Eric L who wrote (11786)	6/7/2000 7:28:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 13582

EricL, I compared 2001 and 2002 histographs. I drew little lines across [having printed it] to get the GSM growth from one year to the next. Then did the same for total CDMA. Then compared the two to see which was bigger. Also, people will not be replacing their GSM phones so frequently by then, but CDMA users will be replacing theirs flat out, because they'll want 3G services and all the functionality of new CDMA devices, such as SnapTrack, 724 Solutions, WWeb access etc. So CDMA device sales will be much, much bigger than GSM by then. Of course, that's just a graph. I think CDMA growth will be much faster than that. But I'm just a cock-eyed optimistic. EMC 91.2 million GSM growth in 2002 is more than shown in that graph from Volpe Brown Whelan and Company which shows about 75m GSM as best I can tell, with total CDMA growth [W-CDMA + CDMA] at 90 million. The growth rate of CDMA will be much faster than GSM at that stage, so we can conclude that CDMA actual subscriber growth by about June 2002 will exceed, at last, GSM subscriber growth in actual number of subscribers [the growth rate is already much faster]. Does that make sense? Mqurice