Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gdichaz who wrote (31658)	6/3/1999 5:24:00 PM
From: bananawind	Read Replies (2) of 152472

Chaz, No problem with your shorthand, I understand the point. But most of those subs currently belong to NTT and they will do what they can to hold onto them in the near term. The important point is that 3 years or so from now the whole bloody country will be on some variation of cdma - or at least heading there very fast. Gregg says he has modeled some 3G deployment speeds that result in incredible earnings figures for Q. My crude calculations show the same thing. The 'fight' against GSM is really over, Tero's continuing garbage notwithstanding. I know I am preaching to the choir here, but anyone with a time horizon longer than a year or so should try to figure out what Q's maximum EPS potential in, say, 2003 might be. Its an eye opener.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next