SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : The Critical Investing Workshop
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Boplicity who wrote (4787)2/24/2000 12:02:00 AM
From: Uncle Frank  Read Replies (2) of 35685
 
>> Now you see why I was say that QCOM was going no where this year.

Don't give up on Q yet, Frenchie; there are still some positives on the horizon:

If the Kyocera sale was for $1.2B, as was indicated unofficially in a Japanese article, it would be $400M more than the analysts' estimated.

As stated in the analysts' meeting, Q expects to land Nokia as a customer shortly.

Japan, not China, is this year's growth market, and it seems to be moving faster than could have been expected. Based on everything I've read, there is no chance that WCDMA manufacturers will escape paying royalties to Q.

China desperately needs western money, and the Unicom ipo is a major opportunity for them, but not without cdma. The delay will be very short.

I look for Q to set new highs by mid year.

jmho,
uf
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News