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To: Eric L who wrote (2476)	9/23/2002 9:04:18 AM
From: LarsA	Respond to of 9255

Thanks Eric, valuable information. Well, GSM is certainly not toast yet and we have TDMA to GSM conversion in the US going on... Lars

To: Eric L who wrote (2476)	11/25/2002 3:57:47 PM
From: Eric L	Read Replies (1) \| Respond to of 9255

Wireless Technology Scorecard (September 2002 End) CDG has just posted Official CDMA sub counts through Q3 end. cdg.org CDMA YOY growth rate is 31%. Subscribers as of September 2002 End Subscribers % of All % of Digital Technology (Millions) Subscribers Subscribers GSM 747.5 69.2% 71.2% CDMA 134.9 12.5% 12.9% TDMA 107.8 10.3% 10.4% PDC 59.2 5.5% 5.6% W-CDMA 0.13 <.1% .1% ------------------------------------------------ Total Digital 1049.6 97.1% 100.0% Total Analogue 30.9 2.9% N/A Total Wireless 1080.5 100.0% N/A Source: EMC Cellular & CDG 27 Month Relative Market Share of CDMA & GSM QCDMA Market Share GSM Market Share % of all % of digital % of all % of digital Q3 2002 End 12.5% 12.9% 69.2% 71.2% Q2 2002 End 12.3% 12.7% 68.6% 71.0% Q4 2001 End 11.7% 12.3% 67.0% 71.0% Q2 2001 End 11.5% 12.3% 65.7% 70.6% Q4 2000 End 11.5% 12.7% 64.4% 71.4% Q2 2000 End 11.9% 13.9% 56.6% 66.1% • In 27 months CDMA wireless market share has increased by 5% (6/10ths of a percentage point) while GSM wireless market share has increased by 22.3% (12.6 percentage points). • In 27 months GSM has increased digital wireless market share by 7.8% (5.1 percentage points) while CDMA has declined 7.2% (-1 percentage point) although it is trending upwards. Since the end of 2000, however, CDMA has gained 1 percentage point back while GSM has marginally lost 1/5th of a percentage point. 9 Month (Anualized) Subscriber Growth Rates 9 Mo.Net Dec 01 Sept 02 Adds CAGR Total CDMA Subscribers 112.2 134.9 22.7m 27.85% Total GSM Subscribers 646.5 747.5 101.0m 21.35% Total TDMA Subscribers 94.7 107.8 13.1m 18.86% 15 Month (Anualized) Subscriber Growth Rates 15 Mo Net Jun 01 Sept 02 Adds CAGR Total CDMA Subscribers 96.3 134.9 38.6m 30.95% Total GSM Subscribers 550.1 747.5 197.4m 27.80% Total TDMA Subscribers 80.9 107.8 26.9m 25.82% Key Ratios GSM subs to CDMA subs Today 5.5:1 GSM subs to CDMA subs 9 months ago 5.8.1 GSM subs to CDMA subs 15 months ago 5.7:1 ### - Eric -