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

To: Mike Buckley who wrote (43325)	6/8/2001 12:39:05 PM
From: Thomas Mercer-Hursh	Respond to of 54805

I'm not just asking you. I am hoping that someone else will step to the plate and make the case, if the case is there to be made, because I just don't see it.

To: Mike Buckley who wrote (43325)	6/9/2001 1:56:36 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

Mike, re: CDMA - QCOM - Quarter Ending 2001 Official Subscriber Growth Numbers The trend has not yet reversed for CDMA as far as YOY growth is concerned, however TDMA IS declining as a percentage of total subs while GSM continues to grow significantly and CDMA slightly (at the expense of TDMA, PDC, and AMPS. Summary below: More detail, links and backup here: Message 15919201 ================================ MOBILE WIRELESS SUBSCRIBER STATS ================================ Through end of March, 2001 Total Worldwide Subscribers (millions) 682.9* = digital (excludes ESMR & PHS) 65.3 = analog 748.2 = total mobile wireless (excludes ESMR & PHS) GSM = 65.29% of all GSM = 71.53% of digital CDMA = 12.08% of all CDMA = 13.2% of digital TDMA = 09.12% of all TDMA = 10.0% of digital =================================================== Annual Growth by Technology =================================================== TDMA: 40.9 M to 68.3 M subs + 67% YOY Growth GSM: 294 M to 488.5 M subs + 66.1% YOY Growth CDMA: 57.3 M to 90.4 M subs + 57.8% YOY Growth =================================================== - Eric -