Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 139.86

+1.9%

2:45 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: nbfm who wrote (734)	7/12/2000 11:42:52 AM
From: carranza2	Read Replies (1) of 197636

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. I would suggest to you that the revenues from 1X are going to be substantial and that they will support the stock price nicely, particularly if HDR as an overlay is used. The demand for wireless data worldwide appears to be huge. The US will lead the way, along with Korea, just as they did with CDMAOne. The revenue streams will commence this year and snowball in 2001. With a little luck, Euros will recognize that the GSM cabal has set its sights on unnecessarily bleeding the carriers and the consumers with the ludicrous migration path to WCDMA it has created. I expect some difficult intra-cabal discussions which might result in relaxation of the standards in order to allow the Q a foothold in Europe. Should this happen, things will be brighter there. The investment community does not understand the complexities of the wireless world, and is punishing Q for not making its case clear. This is a God-send as the stock is seriously undervalued at this time. The IPR issue is a battle without contestants. A deal with NOK and NTT is inevitable if they want to be 3G players. Just my long-range thoughts in response to your long-range post. Best

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next