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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 9:30 AM EST
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To: Ramsey Su who wrote (12465)7/4/2001 3:28:41 PM
From: 16yearcycle  Read Replies (1) of 197244
 
"Finally the difficult question, how much would the recent chain of events add to QC's top and bottom lines?"

Very minimal impact near term, of course, perhaps a few pennies from China and NW, and MAYBE the beginning of infrastructure royalties from Nok by year end. But then where do we begin figuring the explosion that occurs sometime in calendar year 2002 and carries on from there? Does anyone have access to the model that Mark Roberts uses, and then we can improve upon it? That may seem lame, but it may make much sense to look at this from an "institutional" perspective, using a model made by a bull, which will likely be very conservative, but at least have an honest tone, rather than someone like Cabi.
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