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To: Eric L who wrote (1086)8/3/2001 12:05:55 PM
From: slacker711  Read Replies (2) | Respond to of 9255
 
At December end EMC had Asia-Pacific CDMA subs at 35.5m which matches up pretty closely with CDG's 35,730,000.

CDG however shows Q1 growth of 3,887,000 subs from 35,730,000 to 39,617,000.

EMC shows Q1 growth of only +0.9m, from 35.5m to 36.5m.


My personal opinion is that the CDG makes the numbers up each quarter and then attempts to correct them later. They are occasionally in alignment with reality....but it is only on accident <g>.

There is simply no chance that Asia added 3.9m subs during the first quarter. Korea was essentially flat and Japan added around a 1m subs. None of the other markets make much of a difference in the quarterly sub numbers.

An equally idiotic number is the 2.3m CDMA subs that the CDG believes North America added during the fourth quarter. PCS and Verizon alone added more CDMA subs than that...

Slacker



To: Eric L who wrote (1086)8/4/2001 9:54:58 AM
From: Peter Ecclesine  Read Replies (1) | Respond to of 9255
 
Hi Puck,

At 1Q01 end, South Korea had 26.18M CDMA subscribers and Japan 8.277M while at
2Q01 end, South Korea had 28.019M CDMA subscribers and Japan 8.988M, implying that CDMA in Hong Kong and elsewhere in Asia-Pacific declined 1.65M in 2Q if EMC's numbers are correct. I doubt that Hutchison is converting their customers to GSM that quickly ;-)

petere