The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 180.90

+2.1%

Oct 31 9:30 AM EST

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To: limtex who wrote (13474)	7/2/2000 8:28:40 PM
From: quartersawyer	Read Replies (1) of 13582

limtex--"What effect would there be for NOK and ERICY if DT actually did put and end to cdma2000 in PCS?" And what effect would there be on Q? 1)Cross licensing reduces royalty- .5-1.0%? (If GSM camp demands too much, a) it doesn't fly, goes to court, 2G CDMA operators evolve efficiently to CDMA 2000 and devour entire pie; b) No help from Q developing asics, DS stalled.) 2)Qualcomm braintrust commits to the effort moving it along, and 3G MC and DS subscribers go to 200-300 million out of 1.8 billion subscribers in 2005. Interoperability allows CDMA 2-2.75 G systems to go to 500 million subscribers with promise of efficient evolution to CDMA 2000 when those operators need it. (GSM momentum carries to 60% of the 1.8 billion, with lower margins making it still attractive to some operators, even though upgrade to full 3G--etc.etc.) 3)Qualcomm execution of MSM 5200 chip (8th generation?) will be superb (notwithstanding molloy's fear of GSM stack difficulty), with high price and % of market. ASP's of 3G handsets will also be high. 4).... More? Less?

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