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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (47574)	10/6/2001 12:02:58 PM
From: slacker711	Read Replies (1) of 54805

Qualcomm receives royalties on WCDMA and cdma2000 infra and while the royalties for infra are lower (as a percentage) than handsets, these royalties will be significant, because the addressable market for WCDMA infra is huge, and this will fuel Qualcomm's growth. This is one area of growth that I have never been comfortable quantifying. It seems to me that next year should see significant amounts of infrastructure being implemented (if not going live). There are so many variables on which Qualcomm has given very little guidance. Do they only collect a royalty on the basestation? the channel card? or the entire network? NTT Docomo has 500 W-CDMA basestations currently in operation. My guess is that this will increase to a 1000 by the end of the year. Unfortunately, one thing that I believe has probably gone by the wayside....Nokia's prediction that 100,000 W-CDMA basestations would be deployed this year and 300,000 next year. That would have been absolute windfall for Qualcomm. I still have the slides from the presentation but cant find the audio on their site. I wish I could relisten and make sure I am understanding that slide correctly. Slacker

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