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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.78+0.1%3:59 PM EST
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To: brational who wrote (38917)1/22/2004 7:51:35 AM
From: Cooters  Read Replies (2) of 197032
 
BR,

QCOM's execution in the CDMA2000 market is incredible. When they bring that performance to the WCDMA market, look out.

However, I would not read anything into the WCDMA royalties. Being sales in Europe and Japan, it is likely most or all of the (relative) increase from 10% to 12% was due to currency. WCDMA is stuck at the moment, despite two very motivated carriers in "3" and DoCoMo. Every time I see an article about FOMA test beds in Europe I cringe, but then again, I have always said WCDMA will end up being developed in the field and sent back to 3GPP, not vice versa.

IMHO, the WCDMA ramp is drifting well into 2005.

Cooters
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