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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (6929)	2/3/2001 9:20:55 PM
From: Eric L	Respond to of 196545

mQ, re: Subscriber Growth Graphics << Though that rate will increase as analogue dies on the vine and data kicks in with 1xEV, cdma2000 and W-CDMA gets going. >> Since your into EMC stuff ... And EMC is best of breed numbers wise. Watch AMPS disappear. Go here (no don't click yet ... read instructions below URL first): e-searchwireless.com Upper right ... under Facts and Forecast ... click on the red text that says "Wireless World Map" (I'm assuming you have Flash loaded). Patience .. it loads a tad slow ... Its way cool ... and worth the wait. Play with ALL the buttons at the bottom till you get the hang of it. Don't forget the "Show All Data" button bottom right. Move the slider back and forth. << This sure has been a project to make CDMA the world's connection >> Say: Goodbye AMPS ... Hello CDMA. << CDMA added only 25 million of those >> When final counts in it will be 30 to 35 million. We should no roughly from EMC in next few weeks. - eQ -

To: Maurice Winn who wrote (6929)	2/4/2001 3:44:16 PM
From: KyrosL	Read Replies (1) \| Respond to of 196545

- 700 million subscribers worldwide at end of Y2K, out of a worldwide population of 6 billion -- most of who are children in the third world. - Even the poorest EU country, Greece, has a penetration rate of more than 50%. - Anemic demand for wireless internet -- WAP failed miserably, other internet initiatives are fairing poorly. Only cheap SMS seems to be used. Seems to me that the mobile phone industry is fast approaching saturation. And there are no fancy new apps every year to prod people to upgrade, like the PC industry. People use their mobile phones overwhelmingly for one application: talking. Their PC at home or work is far superior and far cheaper for everything else. Is it possible that the growth projections for this industry will turn into mirages in 2001, and even the mighty Q will disappoint? Kyros