SI
SI
discoversearch

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 159.42-1.2%Jan 16 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: slacker711 who wrote (2787)9/5/2000 6:33:47 PM
From: Jacob Snyder  Read Replies (2) of 197244
 
Interesting list:

Care to put some % probabilities on each of those happening in 2000 or 2001?

- An end to the handset subsidy ban in Korea. This would immediately improve the outlook for the fourth quarter. I think it would be highly likely we would see a chipset shortage.- This might move the stock from it's current 55-70 range, back into the previous 70-80 range, but not much higher. It will take news about improvements in a big market to get us above 80.

- Large (hundreds of millions) orders for CDMA infrastructure by China Unicom.- Yes, that would get us above 80. But the Chinese game is to negotiate endlessly, while gradually improving the technology they control. I think they will not build 3G until they can control it. So, I'd put this at a very low probability.

- Capitulation by Nokia (unlikely until next year)....-.- Agreed. Nokia will reach agreament with QCOM (and Spinco) in 2001 or 2002. Not this year, and they can't wait till 2003 or they'll be too far behind.

- An announcement that Qualcomm is participating with a couple of carriers in W-CDMA handset trials..- - At the moment, investors seem to have decided that QCOM loses big if WCDMA becomes the global standard. When that perception changes, QCOM will take off. I have no idea what timeframe is reasonable on this.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News