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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (4744)	8/9/1999 10:34:00 PM
From: Keith Feral	Read Replies (1) of 54805

LindyBill: I wanted to share some markets stats published in a report by Jack Quinn through Micrologic. The report can be read on www.forwardconcepts.com. He projects that cdmaOne handset sales will equal GSM handset sales by 2003, when annual sales are expected to approach $20 billion for both CDMA and GSM handset markets ($40 billion total). This report does not take into account the resolution on 3G standards achieved by QCOM and ERICY earlier this year. Also, it does not include royalty opportunities from infrastructure. I find the market stats as a conservative tool for projecting royalty opportunities for the Q. If QCOM were just collecting just 5%, annual royalties would approach $1 billion per year. I wonder how this number would compare to the royalties being generated by the construction of 3G networks around the world. Would the royalty opportunity be equal? If so, QCOM would be earning a minimum of $8 a share before it even made an ASIC or a CDMA handset. I guess these number begin to illustrate the massive opportunites that lie ahead for QCOM.

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