Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

+1.4%

Nov 11 3:59 PM EST

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To: Clarksterh who wrote (21665)	1/20/1999 11:17:00 AM
From: DaveMG	Read Replies (3) of 152472

Clark, Apparently higher volumes at lower prices resulted in flat roy rates, no licensing, looking for increases in future. It's true this was not a blowout XMAS quarter, but certainly respectable, especially considering situation in emerging markets and the pall that 3G battle must be casting over new system deployements worldwide. Dr J mentioned 18 mil subs worldwide, ONLY 370,000 in Japan, waiting for IDO to come online in Spring. 5 mil ASICS THIS QUARTER is a healthy number. Looking for new phone models in spring, I assume with better standby and smaller form factor. 3G looms VERY LARGE. As previously mentioned, a big part of the questioning was devoted to it. VOD/ATI looks like MAJOR positive for Q. Looks like I was early on breakout.. oh well ..Dave

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