Argus Target $230, MINE $300....BUY,Now
by: bonepile_2000 (40/M) 1/7/2000 11:48 am EST
Msg: 94115 of 94610
THIS IS IT, Take ACTION!
Pre SPLIT #'s
Qcom will make approximately $5.00 EPS pre split in this current FY, which would put qcom at 93PE of FY00 Earnings (based on 80 to 90 mil new cdma subcriber units sold)
NOK earnings this year - ? NOK would need to generate $2.15 EPS or a 73% increase during the same period to have a similar 93 pe.
I am not knocking NOK as they are a world class mfg of handsets, Q's operating margins will be substantially higher than NOK's.
Within the next few years (it is my opinion) that we will see 200 to 300 million new cdma subscriber units sold on an annual basis. Q's future earnings will grow with cdma growth. $12.00 to $15.00 eps ($2.4 to $3 billion in earnings) is within reach for qcom over the next 3 to 4 years.
3G capabilities at a fraction of the cost
>>>>HDR>
<Contributing Editor Barney L. Dewey attended a demonstration of Qualcomm's High
Data Rate technology, predicting that it will
become the company's preferred wireless data offering, versus the 3G technology path
[cdmaOne to cdma2000 1XRTT or "1X" to
cdma2000 3XRTT]. HDR is a data-only CDMA technology that is based on standard
Internet Protocol (IP), with data from the HDR
channel card going through a standard IP router to the Internet, he reports. The
technology supports data rates of up to 2.4 Mbps to the
mobile device with a return rate of 153 Kbps using the same RF and supporting
technology used by cdmaOne, and HDR becomes
available simply by adding an HDR channel card to an existing cell site.
"The combination of 1X and HDR technologies appears to provide all of the technology
capabilities and efficiencies of the ultimate 3G
standards," Dewey writes. "Since both technologies are considered to be minor upgrades
to existing cdmaOne systems, Qualcomm is
providing CDMA service operators with 3G capabilities at a fraction of the cost that GSM
or TDMA service operators will have to spend
to upgrade to 3G (called wideband CDMA or W-CDMA). This combination of 1X and
HDR also beats 3G to market by at least two
years, and probably three to five years." >
tscn.com
A peek at the future: Qualcomm's concept 3G phone:
qualcomm.com
Things to remember.
We may well be closer to the beginning that to the end.Spend 20 minutes at this link on Q's HDR netcastinc.com
DYNAMIICS GROWING FOR Massive UP
UPSIDE
1 SPLIT
2 CDMA China
3 MM taking last opt to cover& position!!!!!
|
