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To: John Finley who wrote (912)2/19/2001 5:43:00 PM
From: j t jackson  Respond to of 1227
 
JF...Read recently that there will be over 800,000 antenna in Europe by 2005. Who knows how the number was estimated, but if you cut it in half, or even in quarters, that's still a lot of "pots" just for Europe.
India, China, a lot more pots sometime down the road.
When G2.5 and G3 systems catch on, the combination of individual connection bandwidth and antenna spacing might well turn up the heat to get maximum use of the available spectrum. All of this in the future of course.
On $0.63 for the last quarter, I'm guessing RJL would like to show $2 plus for 2000. Unfortunately that will make 2001 tougher on a comparison basis
Regards....jtj



To: John Finley who wrote (912)3/8/2001 11:25:17 PM
From: Sidney Street  Read Replies (1) | Respond to of 1227
 
"A SC filter in every pot" - Re: number of "pots", I just read a CSFB report quoting a Nokia estimate that 100,000 3G base stations would be built this year. Did I read that right? What % might be candidates for CDTS or SCON? Beginning to look like a big market opportunity.


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