Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Caxton Rhodes who wrote (40292)	9/9/1999 8:02:00 PM
From: Kent Rattey	Respond to of 152472

<However, at 1M phones a month, Q can only supply 20% of the cdma market. Its going to be hard to increase market share unless they significantly increase capacity.> There's always those pesty royalties that can be collected! Kent

To: Caxton Rhodes who wrote (40292)	9/9/1999 8:56:00 PM
From: jackmore	Read Replies (1) \| Respond to of 152472

Caxton, Re: Its going to be hard to increase market share unless they significantly increase capacity. If 50% of revenues are from handsets, it is going to be difficult to grow revenues at the rate needed to justify current p/e without increasing manufacturing capacity, IMO. Seems to me that some of the windfall $1B has to go to that cause. I know this is somewhat of a mundane subject, but one that I think needs some attention in order to continue to grow the business. FWIW, jack

To: Caxton Rhodes who wrote (40292)	9/9/1999 9:10:00 PM
From: MileHigh	Read Replies (3) \| Respond to of 152472

>>>However, at 1M phones a month, Q can only supply 20% of the cdma market. Its going to be hard to increase market share unless they significantly increase capacity Or sell the handset division and provide capital to that org to increase capacity on CDMA handsets, just a thought. Maybe Q sells the division with the understanding that the org that buys it will focus exclusively on CDMA handsets. Is this possible? I think I am out of my realm here. Or I guess my real question is what is holding back supply of handsets? Lack of infrastructure available to produce handsets? Or lack of full commitment form handset companies to focus on CDMA? If the latter, could Q provide an incentive via JV or investment to increase industry capacity/supply of CDMA handsets? Someone please respond! <gg> MileHigh

To: Caxton Rhodes who wrote (40292)	9/10/1999 12:03:00 AM
From: quidditch	Read Replies (2) \| Respond to of 152472

Assuming the same growth rate, at the end of 2000 cdma should have (501.491.49)-50 = 60.72M new subs next year vs. 27M new subs last year. That means 2000 Q sells twice as much of everything. Caxton, not to spoil the fun, but can someone please tell me why the imputed growth rate of CDMA (world-wide adoption rate), year over year, should or would be the same as, less than or greater than the rate in CDG's release. I have assumed, probably incorrectly, that there would be peaks and valleys if plotted on a graph, rather than a straight line or parabolic curve. The 1.49 is, after all, starting from a pretty small base; with the larger base, even with better country adoption news, it's that much harder to maintain the rate. Plus there are saturation/market penetration issues that may not be present at the low base numbers but which may have to be factored in at higher adoption rates. Any market analysts/statisticians out there? Best. Steve