Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: limtex who wrote (103114)	8/21/2001 11:06:44 PM
From: pyslent	Read Replies (1) of 152472

"And that ignores mobile laptop wireless modems and PDAs which so far as I'm concerned is what 1x and for that matter 3G is all about. IT simply isn't about voice handsets and whoever wrote that article ought at least to have worked that one out. He didn't even mention PDAs." I wonder if you have thought about what the potential market is for laptop and PDA modems. I believe the total installed base of laptops and PDA is less than 70 million worldwide. Selling 30 million 1X/wCDMA modems a year at $300 a pop is not gonna justify QCOM's market cap, I'm afraid. IMO, royalties from handsets (and lots of them) are the only things that are material to QCOM's future revenue stream. I figure if all carriers eventually migrate to either 1X or wCDMA, then QCOM will get a cut of every phone sold. That ought to bring eps to roughly $5 (assuming annual sales of ~700 million handsets, and roughly 50% ASIC market share). Modems and telematics will just be icing on the cake, IMO. Bear in mind, the hope here is that 3G migration takes place whether or not mobile data services ever take off. The current voice capacity strains oughta ensure that, IMO. Pyslent

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