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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (7889)	7/12/2001 9:39:29 AM
From: damniseedemons	Read Replies (2) of 57684

Eugene, sometime I'll have to do a DCF on Qualcomm to see how the numbers look. It seems relatively easy to model (with no need to concern myself with initiatives like Brew, Snaptrack, etc.). I guess the main sensitivity issue would be how successful they are in selling W-CDMA chipsets verses simply royalty. I don't see, however, how QCOM is a big beneficiary of 2.5G, the majority of which is a GSM-based technology. Please explain. I agree that Nokia will score big in 2.5G. Also, btw, Ericsson probably has the best 2.5 and particularly 3G infrastructure/technology strategy (primarily in SIP). Too bad for them that they'll screw up on implementation/execution ;-P

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