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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: Clarksterh who wrote (53066)	7/2/2006 3:40:20 PM
From: quartersawyer	Read Replies (1) of 197009

The report of a breakdown in negotiations and the death of "CDMA" at Reliance could be exaggerated. There has been almost pure misinformation in the press. The whole concept of the cost of a chipset as part of the royalty is dumb ["Qualcomm charges a royalty in the range of $13 to $15 per CDMA chip, it's much less at around $3 in countries such as China and Korea, the source added." ] How much does Qualcomm depend on India's 2G? How much of fiscal '07 earnings is or was expected from India? I appreciate Jim's optimism, which has been based essentially on numbers and prospects for future earnings, and I'd like to see his and others' analysis for earnings -- not sentiment-- given the new challenges to Qualcomm's business. I believe Jim has allowed for some PE compression, but we may need more. edit: Hooray! GSM operators have switched to CDMA and Qualcomm has gained revenue from 70 million former GSM subscribers!!!!!! A billion are expected to try to ride IJ's train in the next few years!!!!

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