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

To: Caxton Rhodes who wrote (8590)	3/15/2001 1:00:42 AM
From: GO*QCOM	Respond to of 196476

Join a live, online discussion with Perry LaForge and Jim Takach of the CDG as they review recent issues and developments in the wireless industry. The first webcast of the 2001 CDG Digevent Series will air this Friday, March 16 at 9:00 AM PST / 12:00 PM EST (times listed are US). Topics to be addressed include the current status and future of 3G and a regional update on cdmaOne. The interactive nature of CDG Digevents allows you, as a member of the audience, to participate in the discussion by responding to polls and typing in questions that Perry and Jim will answer during the webcast. Participation is limited and pre-registration is required. Visit the Events section of the CDG website (www.cdg.org) for detailed information and to register. Sign up now to take part in what promises to be a lively and informative dialogue. If you are not interested in receiving periodic updates from the CDG, please respond with the word “Remove” in the Subject field.

To: Caxton Rhodes who wrote (8590)	3/15/2001 2:02:24 AM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 196476

The most interesting part of that article was the last sentence: Clearly, wireless carriers are in a battle for customers and mind share, the outcome of which will depend on their ability to increase capacity. What is cdma? Caxton

To: Caxton Rhodes who wrote (8590)	3/16/2001 5:58:43 AM
From: Ken S.	Read Replies (1) \| Respond to of 196476

"If you believe the article below, by 2006 1.7 Billion mobile phone users, 1230 GSM/based and 470M CDMA based. Today there are about 490M GSM and 90M CDMA. So Growth rate for GSM is 251% or 20% for 5 years. CDMA is 522% or 39% a year, nearly twice the growth rate of GSM." Rough Projections based on above. If find QCOM's 90 mil projection of chips this year, far exceeds this forecast. 2001 2002 2003 2004 2005 2006 0 1 2 3 4 5 Subs GSM 494 593 712 854 1025 1230 CDMA 91 126 175 243 338 470 Total 585 719 887 1097 1363 1700 Sub Growth GSM 20% 20% 20% 20% 20% 20% CDMA 39% 39% 39% 39% 39% 39% Market % GSM 85% 82% 80% 78% 75% 72% CDMA 15% 18% 20% 22% 25% 28% By these rates, year 12 (unlucky 2013) we exceed GSM's market share and 150% world population penetration. Subs GSM 4,407 CDMA 4,712 Total 9,119 Sub Growth GSM 20% CDMA 39% Market % GSM 48% CDMA 52% I think the short term growth rate for CDMA is higher based on QCOM' projection and replacement rate being a more significant growth factor. Ken