Would either care to comment on anything that can be extrapolated from the QCOM comments by PaineWeber as relevant to VARL. The PaineWeber analyst is emphasizing the royalties with adoption of CDMA worldwide and believes wholesale adoption by ERICY,MOT,and NOK will contribute to even further worldwide sales especially from Asia.
The obvious implications would include the outlook for wireless devices -- which require components such as VCOs along with CDMA chipsets. It may be somewhat simplistic but, CDMA success especially through ERICY,MOT, and NOK should bode well for VARL.
Several factors at work: VARL's components aren't code-specific. They work with CDMA and all the rest. Also, they benefit from any upgrades to "next generation" hand-sets as they're focusing on advanced "high-end" systems.
So, they not only benefit from QCOM's success, but from Ericsson's, Motorola's, and Nokia's, as well. |
