Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.44

+1.8%

11:45 AM EST

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To: Getch who wrote (78973)	8/24/2000 12:34:27 PM
From: Keith Feral	Read Replies (1) of 152472

Spinco will see ASIC shipments move from 60 million units this year to an estimated 100 million units next year. Semiconducter sales for the wireless industry will grow from 10 billion to 50 billion annually by 2004. With the cyclical bottom in ASIC prices as cdmaOne evolves to 1X, HDR, GPS and multimedia, the revenue growth for Spinco will be much stronger next year. IMO, this is the perfect time to spin off the ASIC division.

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