Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Mark Marcellus who wrote (74187)	6/18/2000 10:38:00 AM
From: The Verve	Read Replies (3) of 152472

Mark, What is it about Piecyk's analysis that bothers you so much? You don't feel comfortable with his 2 assumptions that in 10 years 85% of all cell phones and connected appliances will be CDMA based? Or is 2 billion appliances too aggressive for you? Or do you feel he wasn't correct in assuming that Q will receive royalties on those 2 billion appliances? How would you feel about his analysis if it turns out by 2010, there are FOUR billion appliances with CDMA 'inside', ASP's are strong, and Q owns 60% of the ASIC market? Peicyk's analysis didn't factor in Q's cash flow from their ASIC division (assuming they don't jettison the division for some odd reason) It was based on royalties only. Just where is it you disagree? Verve

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