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To: DownSouth who wrote (28383)	7/19/2000 11:34:58 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> The CDMA tornado continues. Does this sound like a Tornado to you? NEW YORK -- Qualcomm Inc. (QCOM) Chief Operating Officer Richard Sulpizio said the company expects calendar 2000 sales of CDMA handsets to reach 65 million. Industry observers had expected the handsets, based on Qualcomm's code division multiple access, or CDMA, wireless technology, to reach as many as 70 million in full-year sales. But after a ban on handset subsidies took effect June 1 in Korea - the leading CDMA market - Qualcomm reduced sales projections to the lower end of expectations. But CDMA-based handset sales for calendar 2001 should be between 90 million and 100 million, Sulpizio said. Taking the the extremes to make the most favorable estimate, that's 65M in 2000 growing to 100M in 2001 - a 54% sub-tornado rate growth. uf

To: DownSouth who wrote (28383)	7/19/2000 11:50:08 PM
From: stomper	Read Replies (1) \| Respond to of 54805

OT: uf and DS; uf: I'm not particuliarly knowledgable about Cisco's evolution so I'll trust your judgement that you understood me and how I was trying to relate it to QCOM. DS: I actually did forget that point. Thanks. However, at the risk of sounding flip, where is the resistance from the value chain? If W-CDMA is going to be the most widely adopted flavor(which appears to be true at this point), and QCOM has W-CDMA IPR, then where is the resistance? This, to me, seems to be a very interesting wrinkle to the game. QCOM=W-CDMA, but so do a host of others. Or is my whole question moot based on the assumption of wireless moving to QCOM's 3G (cdma2000/HDR)? -dave