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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jim Mullens who wrote (54021)5/13/2003 11:06:22 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Jim and Frank,

Thanks for that explanation. However, to say that Qualcomm's market will increase 8-fold this fall is not accurate in my mind.

I think it's inaccurate and misleading to place Qualcomm's current "market" as 150 million CDMA subscribers. Using that logic, we would say that Apple's market isn't all computer users; we'd say that it's only those that buy Apple computers. Qualcomm's current market is all cellular subscribers, not just those that happen to buy its CDMA products.

Similarly, I disagree with the statement that the market will expand thanks to the opportunity for GSM handsets to be MSM6300-enabled. Instead, it's great news that Qualcomm is likely to penetrate the market in ways not previously possible thanks to MSM6300, GSM1x, W-CDMA and all the other products that will come down the pike in the next decade.

--Mike Buckley
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