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To: JohnG who wrote (15179)	9/18/2001 10:58:03 PM
From: puborectalis	Read Replies (1) \| Respond to of 34857

Cell phones to grow 8% in 2001 but will pass billion mark in 2006, says report Semiconductor Business News (09/18/01 10:42 a.m. EST) BOSTON--Worldwide cellular phone sales will grow by a modest 8% in 2001, reaching 440 million units, according to a new forecast released today by Strategy Analytics Inc. The research firm blamed the slow growth on low replacement sales in handset markets, but the company's new report on cell phones is predicting a rebound in shipments after 2001, with 20% annual unit growth in the next four-to-five years. In fact, the report said, worldwide unit sales are expected to push beyond the 1 billion mark in 2006. "West Europe is largely responsible for the slow market in 2001," said Phil Kendall, director of the Strategy Analytics Global Wireless Practice group. "Handset sales in the region will fall by 13% as the replacement market fails spectacularly to make up the shortfall left by low subscriber growth in a saturated market. "To a lesser degree, a similar trend has been seen in North America, though both regions will recover in 2002," Kendall said. "Combined with strong growth in emerging regions, worldwide handset sales will post healthy growth for the next five years." Cell phones based on the Global System for Mobile (GSM) communications standard will "continue to dominate the worldwide cellular landscape, accounting for 70% of subscribers and handset sales by 2006," said David Kerr, vice president of the Strategy Analytics Global Wireless Practice group. "But despite GSM capturing most future Time Division Multiple Access capacity, it will be Code Division Multiple Access [CDMA] which emerges as the fastest growing cellular platform over the next five years," he said. While the research firm is calling for modest growth this year, many analysts and major handset suppliers have predicted that 2001 cell-phone sales will end up nearly flat with last year's 410 million units.

To: JohnG who wrote (15179)	9/19/2001 4:22:32 AM
From: elmatador	Respond to of 34857

John, the whole telecoms business subject to all kinds of dirty tactics by all players. This standardization thing, is all about lifting barriers by another name. Investors are sheared by the companies that do such things. A Forum here. a .org there and another engineers' talk shop over there and nothing happen. All manned by first class bull-shitters. QoS? Security? All marketing and engineering sound bites. This will continue until investors smart up and leave this sector.

To: JohnG who wrote (15179)	9/19/2001 7:00:43 AM
From: 49thMIMOMander	Read Replies (2) \| Respond to of 34857

Shortage of Motorola, obviously. But getting of handsets, and most everything, but trying to save something, any delay must be badly appreciated. A tradegy, had it all, lost it all, and afraid of a bit. Luckily operators do not really care, there are more than one way to skin a cat. Ilmarinen number 4 optional in this standard, something for Motorola to reflect over the next year, maybe on the recommended list. (recommended and optional list, got it??) 1.To remove skin from: skinned and gutted the rabbit. 2.To bruise, cut, or injure the skin or surface of: She skinned her knee. 3.To remove (an outer covering); peel off: skin off the thin bark. 4.To cover with or as if with skin: skin the framework of a canoe.