Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.69

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Dec 24 12:59 PM EST

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To: Z268 who wrote (76740)	7/16/2000 11:26:47 AM
From: The Verve	Read Replies (1) of 152472

Steven, IJ has publicly stated on more than one occasion he DOESN'T CARE which form of CDMA gets adopted. He 'prefers' CDMA 2000 due to it's technological superiority and because it will be available sooner. IJ has stated all along that he wants widescale CDMA adoption as soon as possible. Pondering which version is more likely to be adopted is an exercise in futility. Q wins either way. The only question is what % of ASIC market share Q will have in the WCDMA market, if that ugly bastard version ever gets out of the lab. That question is open for debate, but even if Q weren't to sell one WCDMA ASIC, they still receive a waterfall of royalty revenue. Royalty profits are going to crush ASIC profits anyway. The BIG money is in the royalties. You should go to Q's website and listen to all their analyst meetings for a clearer picture... Verve

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