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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: elpolvo who wrote (22274)12/6/2000 2:30:29 AM
From: Sully-  Read Replies (1) of 65232
 
That's why my money is in QCOM.

FWIW, the MOU from the MII was announced Mon. China was pretty much a no go without the MOU. All analysts did not have any $$ from China in their estimates going forward due to the uncertainty.

Oh, India is going to deploy QCMA WLL's. India has very few landlines & peoples up, down & sideways all over the place. This will create millions of subs for QCOM's royalty stream & open the doors to mobile wireless CDMA in India...... more royalties, ASIC's sales. This too is not in any analysts estimates at this time.

You do the math....... I see a lean, mean green machine....

QCOM, tollgate to 3G wireless.

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