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

To: Mike Buckley who wrote (54019)	5/13/2003 9:49:15 AM
From: Uncle Frank	Respond to of 54805

I believe Jim was referring to Total Available Market, not market share, Mike. uf

To: Mike Buckley who wrote (54019)	5/13/2003 10:10:53 AM
From: Jim Mullens	Read Replies (2) \| Respond to of 54805

Mike, re: “Let me get this right. You believe Qualcomm will be extracting revenues from 1.2 billion subscribers this fall? “<< Mike, Qualcomm’s market will include both the total GSM and CDMA communities this fall. I did not intend to leave the impression that Qualcomm would have a 100% market share of that new market. I certainly don’t immediately expect all GSM handsets be MSM6300 equipped, but the market itself will immediately expand. On the other hand, in 7 to 10 years when the world is engulfed in 3G, Qualcomm’s royalty market should represent close to a 100% market share. jim