The New Qualcomm - a S&P500 company Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 165.13

+1.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: waverider who wrote (1348)	9/8/1999 2:51:00 PM
From: Caxton Rhodes	Read Replies (1) of 13582

Back to business pronto! Everen cc with Mark Roberts was extremely positive. He predicts 50% earnings growth y/y (at least that's what I think he said). He seems concerned that China buildout of cdma will be delayed for a while but seems confident a nationwide cdma buildout will occur. His earnings model does not include the expansion of cdma in China beyond what has been announced. He also noted that EVERYWHERE cdma has been deployed in the world, it is preferred by consumers. He expects at a minimum, cdma will have 15% of the world market in 2000, and by 2003 25% of the market. I expect his estimates are low in this regard, but 25% of the 2003 market is huge, nonetheless. GSM is Toast. Caxton

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next