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To: tero kuittinen who wrote (9231)2/15/2001 1:34:16 PM
From: Eric L  Respond to of 34857
 
Tero,

<< I thought that CDMA sales were short about 10 million units last year. Which explains most of the industry-wide shortfall. I'm calling Eric as a witness. >>

Well, I haven't seen the final numbers, but if they come in about 60 million for CY00 as I expect they will, then Irwin Jacobs missed his forecast by ... 10 million.

"Jacobs said the figures could even end up being higher than the 70 million forecast::

it.fairfax.com.au

Of course, anyone with half a brain (Ed Snyder qualifies) backed down that number to 60 million last June.

Meantime we have Robert Stozek of Motorola prognosticating for the industry again:

>> Handset Market To Grow Up To 40 Percent This Year

02/06/01
Mark LaPedus
Semiconductor Business News

Motorola has projected that the worldwide wireless handset market will grow 30 to 40 percent in 2001, thanks in part to a pickup in demand for new data services, like third-generation (3G) networks.

In total, the wireless handset market in 2001 is projected to reach 525 million to 575 million units, said Robert Stozek, director of the Advanced Network Product Group at Motorola, Schaumburg, Ill. He estimated unit shipments at 410 million to 420 million in 2000.

"Our projections are on the low side of 500 million units for 2000," said Stozek in an interview after his presentation at the Banc of America Securities conference in San Francisco on Tuesday. "Nokia and Ericsson are projecting between 500 to 550 million units. We are all converging on [a consensus of] 525 million units." <<

- Eric -