Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 152.66

+0.7%

Feb 2 3:59 PM EST

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To: slacker711 who wrote (110470)	1/8/2002 3:06:30 PM
From: Wyätt Gwyön	Read Replies (2) of 152472

China is growing at 8% while Beijing continues to maintain this official rate, i have read actual growth may be slowing to the 6% range. also, it might be difficult to extrapolate from their GDP to a particular increment above that amount for subscriber growth, given the very wide economic disparities there (and given that only a very small percentage of their population is an addressable market). these factors, coupled with the fact that they are still early on the adoption curve, make it a wild guess. but something in the wide range of 6-10% seems acceptable. what do you expect as ASPs there for CDMA? the wildcard is the decisions of the Chinese government another wildcard might be what happens with the Asian currencies. the recent JPY devaluation is very unpleasant to Beijing. if competitive devaluation takes off and they devalue, all bets are off.

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