Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: LKO who wrote (19134)	5/19/2002 2:48:28 AM
From: Maurice Winn	Read Replies (1) of 74559

LKO, if you want to invest in China and India development and middle class prosperity, you can't go wrong with QUALCOMM. Both countries will buy CDMA in a very big way if you are right that their development is a good bet. That's because they have few telephony services and mobile telephony is universally wanted as part of development and CDMA is going to be the mechanism delivering those services. QUALCOMM will sell ASICs and collect royalties [and sell a lot more stuff too, via other services and companies they own shares in]. So you can invest in the two biggest countries without local risk. Because they are so big, they'll form a large part of QUALCOMM's income if you are right that they are going to develop rapidly, so QUALCOMM's income will reflect the success of those two to a large extent. 2 billion people out of 6 billion is a LOT! Mq

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