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

To: Eric L who wrote (50697)	3/10/2002 2:27:22 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Eric, Thanks as always for the heads up about the updated CDG numbers and the perspective you add to them. I've got a couple of thoughts about additional perspective. To start with the bad news, 13% fewer CDMA subs were added in Q4 of 2001 than in the year-earlier quarter. Better news is that for each of the three most recent quarters the growth of subs compared to year-earlier and sequential quarters has remained roughly 40% and 7%, respectively. Growth is certainly slower than it used to be, but growth may have stopped slowing depending on how we look at the numbers. The best news is that 19% more subs were added in Q4 than in Q3. Though that's far below the 86% change in Q4 of 2000, it's the same growth that occured in Q4 of 1999 and the best of the four quarters last year. For those who tend to dismiss any importance in that data based on the knowledge that Q4 is always the best quarter because of gifts given during the holiday season, the best sequential growth in 1999 actually occured in Q3 and by a very wide margin. There are lots of ways to look at the numbers and the best way is probably to look at all of the ways. --Mike Buckley