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To: marginmike who wrote (11249)	6/8/1998 12:53:00 AM
From: Clarksterh	Read Replies (3) \| Respond to of 152472

Re - the CDMA standard, developed by Qualcomm Inc. as a competitor to GSM, currently has about 420,000 US subscribers. Wow! Either there are a lot of Qualcomm phones in the garbage dumps, or Irwin Jacobs is about to indicted for the biggest case of corporate fraud in 20 years. After all Qualcomm is claiming 400 to 500 thousand phones per month and most of these must be sold in the US since the majority of Korea's market is Samsung. In all seriousness, does anyone have any idea what the real subscriber numbers are for IS-95 vs GSM in US PCS? And does anyone know how the reporter could have gotten numbers so bizzarre (I realize he probably got them from a GSM group, but they had to have some justification, or risk a black eye from lying.)? Clark

To: marginmike who wrote (11249)	6/8/1998 2:58:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 152472

marginmike By comparison, the CDMA standard, developed by Qualcomm Inc. as a competitor to GSM, currently has about 420,000 US subscribers. That can't be right. Maybe last quarter's additions were that many, but even that seems low: biz.yahoo.com Sprint PCS customer growth figures for the first quarter of 1998 exceeded those of AT&T for the first time. Sprint PCS added a net total of 226,900 customers in the first quarter, while AT&T Wireless had net growth of 195,000, according to Goldman, Sachs & Company Investment Research. I can't find the link, but I think Sprint PCS alone is in 1 million neighborhood. Joe

To: marginmike who wrote (11249)	6/8/1998 3:08:00 AM
From: Joe NYC	Respond to of 152472

marginmike, I found a link to Sprint PCS sustomer info: sec.yahoo.com Sprint PCS Sprint PCS' revenues totaled $150 million in first quarter 1998 versus $10 million a year ago. Sprint's share of operating losses from Sprint PCS and its affiliates was $210 million in first quarter 1998 compared with $86 million a year ago. The 1998 losses reflect marketing and promotional costs to support a growing customer base. By early 1998, Sprint PCS' customer base exceeded 1 million customers. The venture plans to continue to aggressively obtain new customers, which will likely result in higher losses in 1998 compared with 1997. Average monthly revenue per customer through first quarter 1998 was $64, which is higher than wireless industry averages. This higher average is being driven by marketing plans that both target and encourage higher usage. Sprint PCS customer churn rates and customer marketing costs have been as expected at this stage of development. As the PCS markets mature and Sprint PCS gains additional scale, both of these measures are expected to trend toward cellular industry levels. Joe