Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: Caxton Rhodes who wrote (48247)	11/6/1999 11:30:00 PM
From: ASB	Read Replies (2) of 152472

RE:Q has a long way to go still. Q's potential is immense. Let's work some simple math. We all agree that eventually CDMA will dominate wireless communication. Let it be CDMA200, WCDMA, or both. Pundits predict there will be about 1 billion wireless users by 2003. But most agreed that number is rather conservative. Anyway Q will receive 3-5 % of the phone sales. At an average price of $300 (excluding service providers' discounts), Q makes about $10 on every phone sale. That means for royalties alone Q can make 10 billions in 2003. That's pure profit. In addition, Q will also make money from its chip sales as well as royalties from base station makers. The profit potential definitely beats Microsoft hands down. I'm not sure when the street will recognize the benefit Q will receive from the 3G deployment. As a matter of fact CDMA200 may dominate the market before WCDMA see the light. But that remains to be seen. It is scary to think how much upside there is in QCOM. Btw, did Ford own the combustion engine for awhile? If it did, maybe we can draw an analogy to Q. ASB

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