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

To: Mike Buckley who wrote (50684)	3/9/2002 10:08:56 AM
From: tekboy	Respond to of 54805

I really don't think the market prices stocks 3 - 4 years ahead of expectations in the case of Siebel or 8 years ahead in the case of Qualcomm. oh. ok. you had originally said "first half of the decade" for Siebel and "second half of the decade" for Qualcomm. I didn't realize you meant "mid-decade" and "start of next decade," respectively. tb/A@nitpickernitpicked.com

To: Mike Buckley who wrote (50684)	3/10/2002 11:53:51 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

re: CDMA Subs - Official CDG Numbers Posted cdg.org As I suspected Perry LaForge was just a little overenthusiastic when he stated in a CDG Digevent in January that CSMA subs had reached 117 million by end of 2001, which would have meant that CDMA net adds for Quarter 4 were a surreal 13,816,000, which didn't sound too realistic at the time. The Official CDG Sub Count for 2001 = 111,351,000 Q4 Net adds = 8,167,000 2001 Net Adds = 30,911,000 2001 Annual YOY Growth = +38.4% YOY CDG's official count tracks pretty closely with EMC's tracking of 112.2 million cumulative CDMA subs through year end. Actual CDMA sub growth was pretty flat in actual numbers compared to the prior year: 30.91 million in 2001 v 30.34 million in 2000. +38.4% YOY growth of CDMA subs in 2001 compares to +42.1% YOY annual growth of GSM subs in 2001. GSM subs at year end were 646.5 million to 111.4 million CDMA (5.8:1) GSM added 6.18 subs in 2001 for each CDMA sub added. CDMA accounts for approximately 11.7% of all wireless subs and GSM accounts for 67%. CDMA accounts for approximately 12.3% of all digital wireless subs and GSM accounts for 71%. When UWCC reports year ending TDMA subs I'll drill down on these numbers further. - Eric -