The only way to get to numbers that high is to create new income streams. In other words, to either create new markets, or new products that will sell in tandem to your existing ones.
I don't think China is factored into Q's price right now. Nor is India, nor is Europe.
I don't think the market is currently expecting much from CDMA and it's Omnitracks operations. I see this as a way to get CDMA systems into a majority of the vehicles on the road.
I don't think the level of penetration of the next generation of wireless communications devices is built into the price. I think in 5 years, you'll have every person over the age of ~13 in the developed nations of the world with a PHA (Personal Handheld Avatar) that will give you directions, be your dayplanner, carry your E-cash, communicate (a la cell phones), receive on demand digital radio transmissions, tell you the time, hold your family photos, surf the web, order take-out, act as a digital camera, etc. It's the next electronic gotta have, and could well replace the PC (although you might have a keyboard and large monitor at home/work to help with the human interface for typing, etc.
I don't think Globalstar success is factored into the Q's price.
I don't think the wireless LAN possibilities are factored in, including smart appliances/home infrastructure.
My gut tells me that Irwin and the boys have more things up their sleeves, and are waiting to catch their breath before bringing them out of the closet.
I think the 50% growth numbers are based solely on the growth potential for IS95 based CDMA wireless systems, with some 3G expectations...
We'll see...
DWB
Q10K/Y2K+5 |
