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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: axial who wrote (8894)	10/15/2000 5:22:13 PM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

Re: Motorola Q300 CC Notes-- Cell Phone Business and Misc Jim- I read the Steet.com articles and they seem to not only contradict what he wrote himself, but what was said in the Q300 CC. I didn't want to do a point by point comparison so I'll simply post some of my notes about the cellular business using MOT's words. For some reason<g> I always get the feeling everything that comes out of the Street.com is written with an axe to grind. I'm certainly not an expert on the subject, but IMO, neither is the Street.com writer. Can anyone shed any light on the HUGE ramp-up(percentage wise) in TDMA sales? Did I make an error or is the 300% gain off a low Q399 quarter? For Q300: GSM up 30% y/y and down 9% sequentially CDMA up 20% y/y and up 25% sequentially TDMA up 300% y/y and down 10% sequentially iDEN up 50% y/y and flat sequentially Analog down 80% yr/yr and down 40% sequentially Total up 15% y/y and down 5% sequentially Handset Projections(TAM): 2000 410 to 425 million units 2001 525 to 575 million units And a couple of other notes of interests: WAP is not selling well because of lack of applications MOT's Nextel investment worth $4.7 billion MOT's Next Level investment worth $4.2 billion MOT's Broadcom investment worth $1.4 billion MOT's Other investments worth $2.0 billion -MikeM(From Florida)