Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: Jenne who wrote (53679)	12/12/1999 5:43:00 PM
From: Wyätt Gwyön	Read Replies (1) of 152472

Jenne, two considerations: (1) Best to adopt a "watch and wait" posture until we see how funding will occur...this kind of thing has come up before, and while it looks promising, best not to count chickens too early. (2) Having said that, if buildout goes forward, we might speculate that infra royalties will be low...but the big money will be in royalties on handsets that follow the buildout. Beyond the actual dollars (renminbi??) received, such a buildout would be positive in terms of CDMA's broader global acceptance--a good shot in the arm. I really have no idea how to estimate actual revs that could be expected. I'm sure Slacker and others can provide a more detailed picture. Cheers, MM

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