Gorilla and King Portfolio Candidates Message Board

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: 100cfm who wrote (37241)	12/31/2000 11:46:09 AM
From: slacker711	Read Replies (1) of 54805

Sales to DOCOMO in 02?? I don't see any planned 02 rollouts for WCDMA by anybody else, I could be wrong on this, I hope so. So no real ramp until WCDMA rollouts in 03. There are probably AT LEAST a dozen networks that have been contracted for deployment either prior to or during 2002. Japan Telecom, Telefonica, Portugal Telecom, Deutche Telecom,....there are a bunch of others. If you are looking for an upside to the current estimates....I think this is where you will find it. The deployment of these networks could provide an extra $100m in infrastructucture royalties and an extra $300m in '02. The handset royalties would likely be larger. I havent seen any analyst estimates which include any W-CDMA royalties for next year.... Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next