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To: Ramsey Su who wrote (10275)	4/27/1998 7:49:00 PM
From: 2brasil	Respond to of 152472

Ramsey and all, GSM SHARE OF WIRELESS MARKET SLIDING DUE TO CDMA. According to In-Stat Analog and GSM Share of Wireless Market Sliding Due to CDMA SCOTTSDALE, Az.--(BUSINESS WIRE)--April 27, 1998--In-Stat announced that the analog and global system for mobile communications (GSM) share of the wireless market appears to be sliding due to code division multiple access (CDMA). A new report from In-Stat, titled ''1998 Subscriber Unit Sales and Subscriber Forecast,'' identifies two emerging trends. The first is the predictable reduction in analog from 33.65% of the total market in 1998, to 23.46% in 2001. The second trend is the more subtle GSM share-of-market reduction from 44.12% to 37.68% over that same period. This reduction is heavily influenced by the growth of CDMA. In-Stat predicts that the CDMA share-of-market in 1997 is actually understated, and will require an upward adjustment as final subscriber figures become available. ''We estimate that by mid-1999 there will be a significant deployment of wireless local loop on a worldwide basis,'' said Ray Jodoin, Senior Analyst for In-Stat's Wireless Communication Service. ''This deployment will increase component sales opportunities by at least 50% by the year 2001. If we also include specialized mobile radio (SMR) and private mobile radio (PMR) units, such as the 800MHz Motorola iDEN(tm), which is being distributed in the US, the market for components should remain excellent for at least the next five to seven years,'' he continued. Much of the anticipated Japanese growth through 2001 has been tempered recently by the significant reduction in growth experienced by the Japanese personal handy telephone system (PHS). The Japanese compound annual growth rate is still significant, however, at almost 32%. This has been augmented by excellent growth rates in Eastern Europe, Russia, and the rest of the world (ROW), resulting in a worldwide figure of 33.58%. It is also important to note that this growth does not include the gains being made by wireless local loop, which requires virtually the same components as cellular. As can be seen in the figure below, by the year 2001 the ROW becomes the largest numeric market, followed by the Americas, Europe/Russia, and Japan. This report focuses on wireless phones operating in the 800MHz, 900MHz, 1800MHz, and 1900MHz frequency bands. It does not include SMR, or PMR as is it referred to in Europe. While the Japanese PHS is not capable of high-speed cell-to-cell transfers, it is included in this report as a subset of personal communication services. ''1998 Subscriber Unit Sales & Subscriber Forecast'' is the first formal In-Stat report itemizing the personal communication services, as well as the cellular, worldwide market. For the purposes of this study, In-Stat cautions readers that the 1997 subscriber figures are based on first half performance of 1997, and are extrapolated for the remainder of the year. These will be corrected, as required, as final year-end figures are available. ''1998 Subscriber Unit Sales and Subscriber Forecast'' report number CW9802SU, is specially priced at $2,995. Price includes analyst inquiry privileges on topics covered in this report. To purchase this report or for information about In-Stat's Semiconductor, Computer and Convergence and Communications Services, call Dennis Ashton at (602) 483-4471 or email dennisa@instat.com. Graphics are available to the press upon request. In-Stat is a full service, high-technology, market research and information company serving the semiconductor, communications, computer, and multimedia marketplaces. In-Stat's sister company, Business Research Group (BRG) is a demand-side technology market research and consulting organization providing strategic planning information and consulting services. In-Stat and BRG are part of Cahners Business Information, the largest publisher of specialized business publications in the United States. Visit In-Stat Online at instat.com and BRG at brgresearch.com.