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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 161.39-1.9%Jan 15 3:59 PM EST
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To: Jon Koplik who wrote (113465)2/16/2002 4:03:13 PM
From: SHELTIE  Read Replies (1) of 152472
 
Jon,

However,the following observation from the article would seem to support a far better picture of QCOM's near term growth potential with 1x in the U.S. than The Market seems to be taking into account.

Snip... from just published Barrons article

<<The current competitive landscape is great for consumers, who routinely switch
from one wireless operator to another as more attractive calling plans emerge.
Monthly churn of 3% means wireless companies have to replace over a third (33%) of
their subscribers a year, just to stay in place.>>

Doesn't this suggest that as competition heats up, the "churn" alone should provide a 20% to 30% growth rate in new (replacement) handsets for "Q" if their carriers don't loose market share? What is the "upside" if they gain market share with the advantages 1x allows them?
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