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To: stockman_scott who wrote (52774)	10/16/2002 12:02:55 PM
From: ggamer	Respond to of 54805

Is the result of this chart a surprise to anyone? ORCL???? siliconinvestor.com GGamer

To: stockman_scott who wrote (52774)	10/16/2002 11:07:55 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

re: CDMA Growth << U.S. Bancorp Piper Jaffray says that GSM sales are flat but CDMA sales have climbed 3% to 4% this year. CDMA makes up only 13% of the world market, while GSM holds about 70%. Bucher says CDMA's market share will grow. >> EMC Cellular just published sub numbers through end of Q3. I just updated the scorecard. After 2 years of a growth rate trailing both GSM and TDMA and based on subscriber net adds for the first 9 months of this year, CDMA is currently growing at a CAGR of 27.22% compared to a CAGR of 21.35% for GSM and a CAGR of 18.86% for TDMA. Total Subscribers End Q3 2002 QCDMA GSM Digital All 134.4m 747.5m 1080m 1049m Source: EMC Cellular 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 12.4% 12.8% 69.2% 71.3% 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 4.2% (½ 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 market share by 7.9% (5.2 percentage points) while CDMA has declined 7.9% (-1.1 percentage points). - Eric -