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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.05-2.7%9:56 AM EST
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To: Kent Rattey who wrote (40288)9/9/1999 7:44:00 PM
From: Caxton Rhodes  Read Replies (4) of 152472
 
Let's make some assumptions. 50M/33.6M= 1.49, at 49% increase in 6 months. Assuming the same growth rate, at the end of 2000 cdma should have (50*1.49*1.49)-50 = 60.72M new subs next year vs. 27M new subs last year. That means 2000 Q sells twice as much of everything. Hmmmmmmmmmmmmmmmmmmm

However, at 1M phones a month, Q can only supply 20% of the cdma market. Its going to be hard to increase market share unless they significantly increase capacity.

Caxton
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