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To: Jon Koplik who wrote (17419)10/29/1998 10:03:00 PM
From: SKIP PAUL  Respond to of 152472
 
Ira Brodsky releases
Favorable Report on CDMA

"CDMA Wireless Business Opportunities" Report Predicts Rapid Growth of
CDMA

A 208-page report from Datacomm Research Company concludes that cdmaOne is
poised for rapid growth in North America, Asia, and Latin America. The report forecasts
cdmaOne subscribers will grow from 8 million at the end of 1997 to over 165 million by
2003.

The report presents regional (North America, Europe, Asia, Latin America, and Rest of the
World) and worldwide forecasts for CDMA and GSM. Sections on Technology,
Applications, Markets, Competition, and Future Considerations provide detailed analysis
based on over three years of research. Sections devoted to infrastructure, subscriber
devices, and network operators profile over 50 vendors, including AirTouch
Communications, Ameritech Cellular, Bell Atlantic Nynex Mobile, Bell Mobility, Clearnet,
DDI Corp., Globalstar, Hughes Network Systems, Hutchison (HK), Lucent, Motorola,
NextWave Telecom, Nortel, Oki Telecom, Philips Consumer Communications, PrimeCo,
Qualcomm, Samsung, Shinsegi, Siemens, SK Telecom, Sony and Sprint PCS.

Purchasers of the report will receive a free supplement, "Quest For A Third-Generation
Standard," to be released at the end of May, 1998.

Following are brief excerpts from "CDMA Wireless Business Opportunities."

Executive Summary:

"in order to catch up with GSM, CDMA players must concentrate their efforts in three key
areas: 1). converting analog subscribers to digital, 2). growing wireless data, and 3).
interoperating with GSM. . .

. . . Growing the wireless data market will benefit the CDMA industry because it expands
the universe of potential users to not only people but things.

Viewed from this perspective, the markets of the U.S. and Japan are vastly larger than
those of China and India. Every automobile, gas pump, ATM machine, vending machine,
and security system is a potential CDMA user."



Technology Section

" A wireless telephone network is similar to an electric power plant. a power plant must be
designed to handle peak demand. Once the power plant is built it will operate most
efficiently at or just below peak load. Under lighter loads, the power plant operates less
efficiently and, therefore, the profit margin is smaller. It is in the interest of the power
company to try to smooth out demand over both diurnal and seasonal cycles. This might be
done, for example, by encouraging customers to run heavy machinery between 12 and 6
AM. . . While mobile telephone are less susceptible to major seasonal fluctuations in
demand, they are more susceptible to diurnal fluctuations."



datacommresearch.com