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To: slacker711 who wrote (52925)	11/7/2002 9:23:46 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Slacker, The smaller [handset] players in GSM were forced out of the industry long ago. Interesting comment that I hadn't thought about. Do you believe that is likely to happen eventually to the small CDMA handset players? If so, why? If not, why not? --Mike Buckley

To: slacker711 who wrote (52925)	11/10/2002 3:38:28 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Slacker, << The overall market for handsets in '02 will likely be FLAT with '00. >> That is not the way it is shaping up. We won't really know that till numbers for Q4 are in but all indicators to date are that sell-in will be at least 5% up overall with TDMA, PDC, and AMPS down and GSM & CDMA up. << During that time period, CDMA unit growth will be up 25-30% >> If Qualcomm's projection of 85 million is accurate, CDMA unit growth will +~15% from the 74 million they reported last year. << CDMA has a much longer list of handset manufacturers than GSM ever did. >> That is not accurate so far as I know, even if all 17 of the newly licensed local Chinese manufacturers are actually producing. Here is a list (probably incomplete) of 55 manufacturers currently producing GSM subscriber equipment: Alcatel Audiovox Benefon Bosch Danger Delacom Feton Technology General Dynamics GTran Handspring High Tech Corporation (HTC) Kenwood Kyocera LGE Magcom Maxon (Rightlink) Mitsubishi Trium Motorola NEC Newolution Nokia Novatel Option Panasonic Philips Pretec RIM Sagem Samsung Sendo Sierra Wireless Sharp Siemens Sony, SonyEricsson Telital Toshiba Voxson Wavecom WMCS Xircom Chinese GSM SE Manufacturers Amoisonic Compal Eastcom Haire Huawei Kejian Konka Ningbo Bird Panda TCL Xiamen ZI (Toplux) ZTE - Eric -