SI
SI
discoversearch

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 : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?


To: tero kuittinen who wrote (5498)6/13/2000 10:11:00 AM
From: Eric L  Read Replies (1) | Respond to of 34857
 
Tero,

<< It's a huge stretch to expect that only 3% of the phones sold in America this year would be analog >>

It sure is.

My sincere apologies, but I made a MAJOR TYPO in the post. The 2000 at the bottom should have been 2004.

Here corrected:

Handset Sales by Technology

Year - 1999 / 2004

* ANLG - 30%/03%
* -GSM - 07%/09%
* TDMA - 31%/39%
* CDMA - 32%/49%

Sorry about that. Most embarrassing.

Perhaps you can comment back again.

<< let's agree to drop that mantra about "largest cellular subscriber base". China has already passed USA in *digital* subscriber base >>

When China exceeds the US in wireless mobile telephony subscribers, I'll drop it.

The replacement of that analog base is what really keeps this market pretty attractive. 50M handset sales this year is not too shabby. Neither is 60M in 2004.

As for GSM, this will indeed be a great year for GSM subscriber growth in the US. EMC, for GSMA, is projecting almost 50% growth this year(6M to 9M). Net subscriber growth on a unit basis then flattens for the succeeding years and on a % basis declines significantly each year. GSM this year will benefit from the buildout in the midwest (Chicago to Dallas) that was delayed due to the return of licenses by DCR/Pocket to the FCC as a result of C-Block.

- Eric -