Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: jmanvegas who wrote (48318)	11/8/1999 12:21:00 AM
From: jack bittner	Read Replies (2) of 152472

<Q is going much, much higher in the long term> would you be willing to help me quantify this? 1) i've read here, or on Gilder, that in 5(?) years 1 billion people will be on wireless. how could anybody know what number it'll be? 2) someone on these threads projected what he said was Q's 70% growth rate to 300 million customers in 5 years, the other 700 million users being, i suppose on GSM. does 300 million make sense to you? 3) same guy guessed Q'd make $10 a customer. that make sense to you? 4) that's $10 x 300 mill. = $3 billion a year gross revenue. 5) would that $3 bill be pure licensing income? if so how much of the $3 bill would be net income? 6) if 90% of that becomes net income: $2.7 billion, how many times those earnings would you value it at? if 50% margin: $1.5 bill, how many times earnings would you value that net? something i'm missing here. doesn't seem enough income for the stock to rise. there'll be more than 300 mill. customers? they'll pay Q more than $10 a phone? if it's just licensing income will the party end when the patents expire? what'll the other income be? not trying to make a point. just ignorant, and long Q.

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