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To: T L Comiskey who wrote (111307)1/22/2002 3:19:24 PM
From: Keith Feral  Respond to of 152472
 
CDMA worldwide subscription growth for the 4th quarter increased to 117 million. The net gain of 14 million subs is more than double the 7 million subs they added from q2 (96 million) to q3 (103 million). That's a net gain of 37 million subs for 2001 - up from 80 million in 2000. All these numbers can be viewed on the CDG Web Site.

Despite the 47% increase in global CDMA subs, QCOM suffered since they had to recoup the revenues they lost from the sale of their handset division in 2000 to Kyocera. The visibility for gains this year will be driven by China, the return to normalcy in Korea (SKT was not able to sell a handset until their market share was reduced below 50% in June), the introduction of real wireless data via CDMA2000 in North America, Asia, South America. Also, the introduction of WCDMA in new spectrum for UMTS services will begin to have some impact.