Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: quidditch who wrote (40322)	9/10/1999 1:24:00 AM
From: Caxton Rhodes	Read Replies (1) of 152472

Steve- The 1.49 is, after all, starting from a pretty small base; with the larger base, even with better country adoption news, it's that much harder to maintain the rate. Plus there are saturation/market penetration issues that may not be present at the low base numbers but which may have to be factored in at higher adoption rates. The above simple number crunch, is an extrapolation of the cdg numbers. I see no signs of the growth rate slowing down, although eventually must. Don't forget that wireless calls are projected to outnumber wired sometime in the next decade (I think 2004 for the US). This growth rate is the reason I keep emphasizing that it is the adoption of cdma that is the most critical, not the profitability of the handset division. The cheaper the phones and service, the better the growth rate, the sooner we toast GSM. Caxton

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