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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Maurice Winn who wrote (35957)12/5/2000 2:14:40 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Maurice,

I've misplaced a post you wrote in the moderated Q thread a month or two ago but I'd like to ask you about it. If I remember correctly, I believe you wrote that there would be about 1 billiion digital wireless devices in the next three to five years and that Qualcomm would derive $80 per device.

When I read your post about it somethimes I thought you meant there would be 1 billion devices sold over the next three to five years. Other times I thought you meant that within three to five years, 1 billion devices would be sold per year. Please straighten me out.

Regarding the $80 per device, how did you arrive at that?

The reason I'm asking about all of that is because I'm trying to arrive at some potential profit estimates for Qualcomm years from now. I appreciate your help.

--Mike Buckley
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