The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.01

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Nov 14 9:30 AM EST

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To: Wyätt Gwyön who wrote (95)	7/24/1999 1:45:00 AM
From: engineer	Read Replies (1) of 13582

Take the market share that Ericy has in the world and assume that they now have the means to push IS-95 and CDMA2000. Is it a good thing that they start selling the market share in Qualcomm related things? Yes. does it mean some redistribution of revenues? Yes. Will it hurt them? Probably not, as I once learned....grow the pie and try to keep as much of the portion that you have and your portion of the pie will be larger than before. Or said otherwise, if you have a 10% market share and the size of the market gets bigger, then if you can keep the 10%, you win. If you try to get 50% of the market, but the market gets alot smaller, then you probably have lost. It may mean that they give and take revenue between differnt business portions. ERICY may enter the US CDMA handset market, but they will then have ASIC income, which most likely is at a much higher margin than the handset business. But if it means the ERICY will start building out China or Europe with their newly acquired basestation division and then use the handsets, then the market will have grown alot larger. In the end, this is a good thing.

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