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

QCOM 161.39

-1.9%

Jan 15 3:59 PM EST

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To: data_rox who wrote (91106)	4/23/2010 3:56:14 PM
From: Jim Mullens	Read Replies (2) of 197228

DR, re: Growth potential – 3G / QCOM- Thanks for re-introducing that massive Morgan Stanley Research paper. There’s an even larger version (~450 pages) available for download that I’ve referenced in several of my QCOM growth posts. i.e.>>>>>> EPS growth should be much better than 12%, at least 15% IMO with- (per Morgan Stanley ) ……+ 3G Device sales ramping – 2010 inflection point / 5 year CAGR 25% ……+ Netbooks ramping- 32% CAGR ……+ Internet tablets ramping- 117% CAGR ……+ Embedded other devices ramping- 64% CAGR ……+ 3G enabled smartphones ramping- 48% CAGR ……+ WiFi enabled smartphones ramping- 57% CAGR ……+ M2M module market ramping- *- 57% CAGR ……….(Berg Insight – Euro market module market- ’09 @ 2.3M – ’14 @22M) BoonDoogler posted a link to Don Dodge’s blog a while back (predictions for the 2010 and next decade) using some info from that same MS report ”Don Dodge says the next wave of mobile devices will number 10 billion. That wave is upon us. ..* Something to think about for those who think there’s little / no more wind left in QCOM’s sails. dondodge.typepad.com

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