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To: Eric L who wrote (129986)	6/30/2003 11:13:10 PM
From: slacker711	Respond to of 152472

Methinks, you may have blended some fruit soup, ole buddy. <g> Yeah....I sort of knew I was. I did a quick search for one of your reports on the Nokia threads but couldnt find what I was looking for....and then I got lazy and decided to just go with some round numbers :). In a perfect world sell-thru equals sell-in, but this is not a perfect world and we know that sell-in last year exceeded sell-thru but whether that is more true of CDMA than other techbologies is open to debate. It was probably a bit more for CDMA since we know that India was probably stockpiling some handsets ahead of the Reliance launch (assuming that inventory build in China was equal between CDMA and GSM). In the end, the numbers sort of balance out. If Qualcomm hits their 105 million sell-in number this year, it is likely that sell-through will be a bit higher. They cant continuosly add inventory year after year. Regardless of the exact numbers, I think the general trend is intact....CDMA is slowly taking a bit of share though any dramatic gains are going to depend on W-CDMA. Slacker