SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The New Qualcomm - write what you like thread.
QCOM 175.21-3.1%1:01 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: foundation who wrote (5375)10/7/2002 3:37:35 PM
From: Maurice Winn  Read Replies (3) of 12229
 
<font color=Green>QCOM $22.9bn vs MOT $22.2bn

Today, QUALCOMM's market capitalisation finally became larger than Motorola's.

Way back in 1996, people used to say that the biggies would crush QUALCOMM. Well, in 2002, Motorola is struggling to maintain market share and profits while QUALCOMM's products are booming, with increasing market share, diversity of products and services.

I think that's quite a milestone.

QUALCOMM is now bigger than
Lucent.. $2.4bn
Nortel.. $1.9bn
Nextel.. $7.2bn
Sun..... $8.0bn
Wcom.... $0.0bn
Ericsson.$3.3bn

Equal to Texas Instruments $25bn

Nokia at $60bn is the next target [which should be met at around $40 when Nokia is on the way down and QUALCOMM on the way up = sometime in 2003 I guess].

As CDMA grows, Nokia's market share of cyberphones will dwindle. There are too many cyberphone devices, that swarms of CDMA licensees will be producing, for Nokia to keep up.

Incidentally, at $2.4 bn, QUALCOMM could buy Lucent and therefore Flarion and the flash-OFDM stuff. Not to mention RoamAD for less than that.

Mqurice
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext