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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: 100cfm who wrote (37399)	1/2/2001 6:05:47 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Re: Wireless Data Tornado - Forecast stuff "Of the 1.8 billion phones in use by 2006, we expect over 50% will be using 2.5G or 3G technology," said Ashi Majid, group product marketing manager for wireless ICs at Infineon Technologies AG in San Jose. Lenghthy article with GPRS focus and detail on chipsets here: 127.0.0.1:3456/SI/stocktalk/readmsg.aspx?msgid=15108979 Thats a reasonable forecast. Generally in line with others I've seen, and just a tad to the high side. Optimistically 40% of the 50% would be 3G (CDMA - one flavor or tother) = 360 million 3G3 subscribers. << The one other slide that caught my attention was the one showing 3Xcdma2000 in 5MHZ at end of this yr or maybe early 02. Any comments on that?? >> 1xEV-DV took precedence over 3xRTT. Change of direction. 3xRTT may be history some say. Happens to vaporware, with some regularity. - Eric -