CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 175.27

0.0%

10:13 AM EST

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To: Maurice Winn who wrote (1137)	11/18/1996 10:31:00 AM
From: Ramsey Su	of 1819

Maurice, looks like my wish list came true but I think it is better than expected. QCOM hit all my numbers without substantial help from the phones and infrastructure revenues which will really start rolling this qtr. The fact that they have only shipped 400,000 phones to date is going to be dwarfed by a minimum of 600,000 this qtr alone, at 200,000 per month. The accompanying infrastructure revenue should increase proportional to all the launches. Still unclear are license/royalties, especially royalties. Gross and net margin should increase if royalties kick in, a high profit low cost source of revenue. This may be the final qtr load QCOM in your portfolio before it starts to mature as a bona-fide tele eq giant. Ramsey

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