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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (24921)5/17/2000 5:47:00 PM
From: gdichaz  Read Replies (2) of 54805
 
Stan: Qualcomm is a particularly fascinating case for analysis of multiple tornados and other strong winds.

To proceed to mix metaphors, since CDMA is the root we tend to put primary measurement focus on proxies (or indicators) of future growth there.

But the data branch off from the root (such as HDR which is not quite all CDMA for example) is a potential which can dwarf the voice CDMA underway now.

This in itself makes prediction difficult.

But add in the 3rd gen of various flavors and we find that matters of flavors and timing of various mixes compounds the difficulty.

But the fun, the wild cards so to speak, is at the wireless / internet (intranet) nexus with modems and PC cards and who knows what else.

Handhelds themselves (and laptops) are another area where there is huge potential

And the "3rd leg", movies, sound, satellites, and on and on add more complications to any prediction "model".

Yes, the growth of CDMA itself worldwide is probably the best proxy for Qualcomm's future growth. But the "base" for that growth as of now - voice CDMA - is very narrow compared to the potential opportunities for the company Qualcomm.

Again, what an experiment in GGaming is possible with the Q. What a chance to learn as we go.

Best.

Cha2
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