Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: Jorj X Mckie who wrote (113296)	2/14/2002 3:20:17 PM
From: Uncle Frank	Read Replies (2) of 152472

>> What evidence is there to suggest that QCOM is going to get these major wins in China? Yes, they won China Unicom... Didn't you just answer your own question? Per Unicom, "the first phase, which had an investment of 24 billion RMB, reaches a network capacity of 15.15 million subscribers, covering 330 cities and 2200 counties in 31 provinces, autonomous regions and municipalities." You may not see that as big in terms of market share, Jorg, but it's huge in terms of sheer numbers of subs and the revenues that will be derived from chips and royalties. >> Perhaps a better question would be "what happens to QCOM if these major wins never materialize?", what does QCOM have as a contingency plans. But they've already materialized. What more could you want? uf

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