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.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 160.44+0.5%10:02 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tero kuittinen who wrote (3632)8/20/1997 6:14:00 PM
From: John Cuthbertson   of 152472
 
Hi Tero,
Regarding Wall Street's evaluation of the future prospects of Qualcomm, I checked the numbers for the P/E ratios of Qualcomm, Ericsson and Nokia based on today's prices, and found the following:

Nokia = 26
Ericsson = 41
Qualcomm = 49

Does this indicate that Wall Street has more faith in the future growth of Nokia and Ericsson than in that of Qualcomm? I don't think so!

You argue that AT&T will be a formidable marketer for TDMA. Maybe, but sadly AT&T is not the company that it once was. The best part of what used to be AT&T (in my opinion) is now Lucent Technologies, and LU is making CDMA equipment. As for their formidable marketing, AT&T has been steadily losing market share in the U.S. long distance business for 15 years.

In another post, you stated "And I believe that the infrastructure buying decisions *are* shaped partly by what kind
of consumer products are available for the standard. That's common sense. The use of
phones like Nokia 9000 is wildly lucrative to the phone companies." Actually, I think you have a valid point there. The point of my previous post was that the real decisions between CDMA and TDMA or GSM are being made by the carriers and not by consumers, but it is true that these decisions will be influenced partly by the consumer products that are available for each system.

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News