The New Qualcomm - write what you like thread. Message Board

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Pastimes : The New Qualcomm - write what you like thread.

QCOM 172.98

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Jan 2 9:30 AM EST

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From: Maurice Winn	9/8/2005 2:02:51 AM
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Wow, what a nice piece of equipment. Samsung SCH-V770 7 megapixel camera phone. Now we are finally getting somewhere. 3gtoday.com!ut/p/kcxml/04_Sj9SPykssy0xPLMnMz0vM0Y_QjzKLN4p38wHJmMUbxBub6keiijjCBXw98nNT9b31A_QLckMjyh0VFQFipetS/delta/base64xml/L3dJdyEvUUd3QndNQSEvNElVRS82XzJfRk0!?id=15302&page=results&criteria=advsearch&bannercriteria=bannercrite That is going to involve a lot of royalties. Plus ASIC sales. The trend is clear. Just as with computers, they will not get cheaper and cheaper and turn to cheap commodity low margin gadgets. The functionality will keep on increasing and margins remain and royalties too and people will keep on replacing their old gadget every year or two. The replacement cycle should be faster than with computers because they are cheaper and used more regularly and the technology developments are faster. QUALCOMM should be the world's first $1 trillion market capitalisation company once 3GSM, OFDM and CDMA are ubiquitous and Globalstar is in business in a big way. The fun is well underway and the dividends are being paid and increasing. Mqurice

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