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To: Mike Buckley who wrote (27371)	7/7/2000 1:18:23 AM
From: The Reaper	Read Replies (1) \| Respond to of 54805

Mike- don't know how much you follow the QCOM story but this was posted over on the Moderated thread a while ago and I've got some problems understanding it. I hope you've read it already. Message 13994336 Does this say that subscribers in Korea are going down? If that's the case how can the cc from QCOM regarding the fourth quarter in Korea be anything but negative? I'm wondering if I'm just interpreting this incorrectly. Any help is appreciated. kirby

To: Mike Buckley who wrote (27371)	7/7/2000 8:20:49 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Mike, Re: New CDMA Slide Set from PCS Forum, June 20, 2000, Brazil cdg.org Similar presentation to Terry Yen's in Bangkok but many updated slides Updated subscriber numbers and forecast. Note That forecast is 100 million by year end. I think it will be closer to 90 million (Korean impact). This is still exceptional growth. Up from 50 million end of 99 and hardly a niche standard. There are several VERY good and interesting slides on the Qualcomm value chain. Note: Andrew Seybolds Chart of Comparative deployment timetable shows 3x MC & DS deploying at just about the same time: Table of Contents: - Overview - CDG Introduction - CDG Introduction - CDMA Worldwide Coverage - CDMA Subscriber Growth Worldwide - CDMA: Fastest Growing Standard - CDMA Growth in Latin America - CDMA Operators - Key attributes of CDMA - Multiple Access Overview - Challenges for the New PCS Operator - Key challenges - Mobile Market in Latin America - Additional Lines in Latin America - Experiences from CDMA operators - Challenges with data services - Forecast MoU Worldwide - Speed and Capacity: 1XRTT - CDMA Roadmap to 3G and Beyond - 1XRTT deployments - Timeline for Advanced Technologies - CDMA is an Open Standard - Licensed Terminal Suppliers - Licensed Infrastructure Suppliers - Competition and Prices - Capital Spending Per Subscriber Gain - PCS, 1XRTT and IMT 2000 - Current status of IMT-2000 - PCS will support IMT-2000 services - Why PCS 1900? (6 slides) - Summary CDMA - Summary New PCS Operator - Summary PCS 1900 - More Information - Eric -