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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: golfinvestor who wrote (31025)1/11/2003 3:22:18 PM
From: gdichaz  Read Replies (1) of 197157
 
Since it is the weekend, lets see where we are with Qualcomm's fundamentals. (Price speculation IMO is neither interesting nor likely to mean much over the long run, and the short run is not relevant here <gg>.)

The base:

Royalties
Chips

Doing OK on both. 'Nuf said.

Now what?

The world:

Europe is still a zero market (or more correctly the EU at the EU's choice)

Asia is going like gangbusters. Korea is upgrading to BREW and 1x EV-DO and pocketing money as a result. And given the domestic market, it can export lower priced handsets than anyone else in the world.

And the fun in Japan is that CDMA is winning hands down.

Then there is China - the big leagues. As always, surprises may await us. But as of now it seems Unicom is on an upgrade path to 1x Ev-Do asap. What competition will Unicom have then? Ideas? What, why, how?

Then there is India - Reliance seems almost too good to be true - especially in a long term (hopefully past) socialist environment.

In the US, the two companies who could win easily against the TDMA/GSM'ers on data are sitting on their hands, Verizon and Sprint.

Those who excuse them should look at Reliance in India of all places.

Do you go all out, or tentatively try?

To their credit, Verizon has BREW, Sprint has handsets.

Other positive factors - such as aggressive data pricing?

Where is 1x Ev-Do which would save them money and serve their customers? And why does Sprint not use BREW. Hmmmm?

Enough for now.

Best

Chaz
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