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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Sam Ferguson who wrote (21799)	1/5/2000 12:38:00 PM
From: Volsi Mimir	Read Replies (1) of 53068

IDC- Qualcom article from Dec31 in Red Herring redherring.com With the sell-off of its cell phone manufacturing division to Kyocera (NYSE: KYO), Qualcomm is essentially a research lab. Even with a market cap of $108 billion, it pales in comparison to the resources of the Big Three (Motorola, Nokia, and Ericsson). Intel (Nasdaq: INTC) also is getting into the action with its recent acquisition of chip maker DSP Communications. With big names eyeing the CDMA arena, Qualcomm's market share could slip from a current 90 percent to half of the market, according to Merrill Lynch (NYSE: MER) analyst Michael Ching.

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