WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: ED PLOPA who wrote (1345)	11/5/1997 10:33:00 PM
From: ED PLOPA	Read Replies (2) of 60323

Ed Plopa Let's just take a look at the potential of the numbers. Feel free to comment and/or criticize. QCOM alone is producing >300,000 hand sets per month x 12 is 3,600,000 handsets for QCOM only. If they use the cheapest MMC then annual revenues would be approx $94,000,000. And that's only QCOM's portion. Maybe, not all of the QCOM phones may contain a MMC, but I would expect that that percentage would nominal. Like, for that price why wouldn't QCOM include a MMC chip? Then throw in Nokia and Ericsson who purportly are larger producers of handsets than QCOM and you got the motherlode, baby!!! This is got to be too good to be true. Ed Plopa

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