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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.01-0.3%3:59 PM EST

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To: lkj who wrote (4671)12/30/1999 4:31:00 AM
From: Labrador  Read Replies (1) of 13582
 
Does the report factor in other types of wireless revenue (data, video, etc.), how Q* will invest its massive cash flow?, its investment and royalties from Globalstar?

>>While CDMA has the clear lead over competing standards in the next 3 or 5 years, it is foolish to assume that nothing superior to CDMA will arrive in the next 10 years. <<

So how do you project the future, assume that they'll lose their lead and drop royalty revenue after 3-5 years?

So where is Lucent on that technology? I never heard of it -- yet you say it was announced 3 years ago. Should we presume that it knocks out Q, and at what point in time?

Everythings a gamble, and you've raised a few questions -- If it weren't a gamble, we'd be using a discount rate of 8%.
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