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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (1087)4/5/1999 7:30:00 PM
From: blue_lotus  Read Replies (1) of 54805
 
Hi LindyBill,

Good move on QCOM!

I completely agree with you that QCOM is a Gorilla.

Here is why I think so:

1) The whole world is going to go with some form of CDMA.
Thus, QCOM shall get royalties from every wireless phone (CDMA) and equipment sold. In an article a couple of months back NEC predicted a 400 billion WCDMA market in 2004. Just 1% royalties from that would be 4 billion. (Shall try to locate that article from the QCOM thread)

2)QCOM is the leader in CDMA ASICS. Soon there will be more CDMA phones and devices selling then computers.

3)QCOM has a bunch of other things for gravy:
a) phones
b) wireless knowledge
c) omnitracs
d) globalstar contract
e) other government contracts
f) digital cinema
g) Eudora

4)Most importantly they own the expertise that discovered all this. Imagine what they will come up with next.

-Raj
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