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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (21777)	7/28/2002 3:54:56 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

ElM, there you go again. Have you heard of Samsung? NEC? Ericy is a penny stock, but still $5 billion. Did you check the graph on sales of cdma2000. Here it is again so you can gawp in astonishment. Make sure you have a look and try to remember it. 3gtoday.com For your own adventures, you could also find total CDMA sales, which have continued to zoom since 1996 when it was born [as a retail product]. CDMA is going to be a very highly competitive business in the infrastructure and handset parts. It is also competitive in the ASIC part, since QUALCOMM licensed a few others. But QUALCOMM is wayyyy ahead and gaining ground. You have been anti-CDMA always, for some ideological devil-cult reason, despite all the facts and success you must be starting to notice. When somebody is as blind as you on something, it's because they choose to be. They choose to be because they benefit from denying the success and trying to prevent it. In Ericy's case it was because they sold GSM and did NOT want CDMA to succeed. Have you ever had anything to do with selling GSM? Installing it? Anything along those lines? 1xRTT networks are being rolled out in many places and royalties will be paid on those [even if the profit to the suppliers is tiny as a result of competition]. The main money is in the handset sales [for Q!] from ASIC sales and royalties. The prospects of 3G is extremely bright. It is the fastest growing industry on the planet with the greatest prospects [perhaps outside CDNA]. That's another thing you are not figuring out. Check that graph above again and see if you can see the increase in cdma2000 sales [which is 3G]. Mqurice