Qualcomm Incorporated (QCOM) 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 : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (43806)	10/8/1999 4:26:00 PM
From: Bux	Read Replies (1) of 152472

If anyone has any sources that indicate that a sale by an ASIC competitor would be bottom-line neutral, I would love to see it. It's not neutral. But my instincts tell me the growth of CDMA is rapid enough that even if the Q's ASIC market share declines to 20% over the next 3 years, which I don't see happening, then the rise in royalties due to volume would allow the Q to continue to grow earnings at a rapid rate. And the earnings that would remain would be the best kind, high margin and protected from competitive threats due to the industries inability to ignore their current investments in equipment even if a more advanced air interface is developed. Keep a tight grip on those Q shares! Bux

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next