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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: foundation who wrote (5180)12/4/2000 9:02:41 AM
From: Keith Feral  Read Replies (1) of 197157
 
75 millions lines in China would double the present number of CDMA users. With no estimates currently factored in, that would increase QCOM's growth rate by 25 % annually for the next 4 years. Consider the emerging markets for QCOM - WLL in India & Russia, UMTS, North Korea, telematics. These are markets not being considered for QCOm's revenue model next year. The pipeline for CDMA is growing much faster than previously expected. The "smart" money was holding back on QCOm for 2002, when WCDMA revenue opportunities presented themselves. Clearly, they are going to pay up dearly to pick up QCOM from this point forward, as 2001 looks to be more exciting than 1999.
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