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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (2093)	9/11/2000 8:15:18 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 12231

<font color=green>Great Sculptor sells a LOT of CDMA. Message 14363120 <To: Mike Buckley who wrote (31441) From: Eric L. Monday, Sep 11, 2000 2:03 PM ET Reply # of 31463 Re: QCOM - CDMA - Worldwide Subscriber Growth Update EMC (for GSMA) has just posted subscribers (all technologies) through August: gsmworld.com EMC's numbers when posted this early are not audited actuals. They did not adjust Q2 CDMA ending numbers from 67.1 M to CDG's 65 for instance. They are still the most credible numbers available, but their is some educated SWAG here. Here is the way they have the subscribers through August: GSM = 361.7 CDMA = 72.0 PDC = 48.8 TDMA = 54.3 Total Digital Subscribers = 536.8 Total Analogue Subscribers = 76.8 ================================ MOBILE WIRELESS SUBSCRIBER STATS ================================ Through end August 2000 Total Worldwide Subscribers (millions) 536.8 = digital (excludes ESMR) 76.8 = analog 612.8 = total mobile wireless (excludes ESMR) CDMA = 11.75% of all (up) CDMA = 13.41% of digital (down) ===== CDMA Subscribers/Growth End of 1996 = < 1 End of 1997 = 7.8 = + 680% End of 1998 = 23. = + 194% End of 1999 = 50. = + 118% End of 2000 = 90 million + (my estimate) = + 80% (Note: as late as mid June CDG was projecting 100 million subs year end. If they are correct, annual growth for 2000 will be 100%). CDG unfortunately has a propensity to over forecast, however, unlike GSMA who always underforecasts. GSM estimated 378.6 subs year end at beginning of year. TDMA-EDGE estimated 62 million. The fastest growing technology YTD remains the (deservedly) maligned IS-136 TDMA (TDMA-EDGE) technology. When the numbers are all in, I suspect this will show a widening gap between CDMA & TDMA in LA. GSM: 271 to 361.7 subs = + 33.5.1% CDMA: 50 to 72.0 subs = + 40 % TDMA: 35.1 to 54.3 subs = + 54.7% (widening gap if accurate). Important Note: UWCC has not yet reported audited numbers for Q2 yet, much less last 2 months. This could be a horse race for "bragging rights" for annual growth amongst technologies. This won't last long. TDMA-EDGE is a 2 trick pony (LA & NA). We will not see audited results for the year from the associations till March 2001. EMC will show pretty reasonable at the GSM World Congress in Cannes in late February, and will sneak out some pretty reasonable estimates late November at the GSM in North America Conference. - Eric ->

To: Maurice Winn who wrote (2093)	9/11/2000 8:18:56 PM
From: Jon Koplik	Respond to of 12231

<font color=SkyBlue>Wired magazine - ridiculously expensive turntable (for vinyl records). On page 96 of the October 2000 issue of Wired, they show a turntable that has the platter and tone arm levitated (via compressed air from an air compressor) (seems like a reasonable source of compressed air ...) And, the platter is turned by a magnetic-induction motor. Price ? . . . . . . . (I learned this technique from "the master" (Maurice)) . . . . . $73,750.00 (I am not kidding). Jon.