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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (25318)5/25/2000 11:26:00 AM
From: Apollo  Read Replies (2) of 54805
 
Mike:

I think it's more likely that the CDMA winds will die down before HDR winds get to that stage.

In the past, we have used growth in worldwide CDMA subscribership as a surrogate for predicting revenue growth for Qcom.

Alternatively, because "old" subscribers are already accounted for, yet may be purchasing new CDMA equipment (upgrades), would it be better to count growth in ASICs from qtr to qtr as a better surrogate for future revenue growth?

stan
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