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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.17-0.4%10:40 AM EST
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To: spred who wrote (92996)1/30/2001 3:18:56 PM
From: Win-Lose-Draw  Read Replies (1) of 152472
 
Interesting post. The assumption that licensing revenue will grow at about the same rate as (W)CDMA adoption seems fairly reasonable, but what he doesn't take into account is the incredible speed with which prices on commodity electronics fall. That affects not only the price Q can get for its silicon, but the licensing revenue it gets from other suppliers.

That said - and valuation aside - QCOM is in a super position for the next few years.
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