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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 138.87+1.1%3:59 PM EST
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To: tradeyourstocks who wrote (733)7/12/2000 11:08:31 AM
From: nbfm  Read Replies (4) of 197636
 
So, we really have several issues intertwined.

First, while Q states it owns every form of CDMA, until NOK and NEC (NTT's two big partners) admit it, the issue of WCDMA IPR remains, to a certain extent, uncertain. That impacts Q's long term stock price.

Second, even if NOK and NEC sign on, it will be YEARS until 3G revenue amounts to a significant percentage of Q's revenues.

Therefore, while the future looks very bright (assuming NOK and NEC and other holdouts sign on for WCDMA), that future is so far out that the stock price needs to be supported over the next few years by ever increasing revenue streams from CDMAone and CDMA1x (deployment coming very very soon) and to a certain extent by CDMA2000 (how many will actually deploy it?). It is those revenue streams which are being questioned and examined very closely -- and which are found wanting by investors big and small.
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