Once again qcom signs an outstanding deal for the growth of cdma world wide and HDR. While the weak and the uneducated will potential flee from the stock over the next couple of days, the ones with the knowledge will continue to reap the rewards as qcom shareholders as we have in the past.
A new manufacturer for North America. Kyocera expects to make 50 million phones next year world wide. I wonder how many cdma phones NOK will make next year? KYO certainly will help expand the dominance of cdma world wide.
We can already begin to see the changing of the old guard. MOT, ERCY, NOK? The armor is beginning to crack, by those who have been proactive with cdma. Kyocera, Samsung, Intel.
I still hold out hopes for NOK to sign an ASIC agreement with qcom one day (maybe the same time T signs up). We have already seen pride, ego etc (MOT), (ERCY) get in the way of good business deals. I would not want to be in NOK's shoes trying to figure out how to hold on to their #1 ranking.
Kyocera will help expand cdma and especially HDR forward in Japan, China, and USA. We should hear more about how KYO and HDR in the future.
While the analysts who have a thin layer of knowledge of qcom's plans perhaps hoped for NOK, or MOT, they will have a difficult time trying to understand the Kyocera deal in the short term (due to their limited knowledge). CDMA subscriber unit sales will be in the 70 to 80 million range for 2000 with earning approaching $5.00. Kyocera and other key cdma movers (intel, Samsung and alike) will help propel cdma unit sales to 400 million annually within several years. EPS as a result of the cdma growth will follow, resulting in another future qcom run up.
We've all been through this before. CDMA is established, HDR is about to become a defacto standard. New players are controlling the competitive environment within wireless.
thanks
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