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

To: tinkershaw who wrote (527)	12/18/2003 9:41:25 PM
From: tinkershaw	Respond to of 2955

Don, To put the numbers in more perspective, the model also incorporated U.S. cellular subscriber growth, which predicted peak growth in 1997. Perhaps the model would be more predictive utilizing the product adoption curve of 3G data. But since 3G data is still pre-chasm, and since that was too far out in the future to predicate the necessary decision that ISCO required, it was not used. I think the real problem was that the utility of the superconducting filters was overrated in a voice only environment as it applied to carriers. This may not be the case with 3G. Tinker