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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (53985)	12/14/1999 2:05:00 PM
From: The Verve	Read Replies (4) \| Respond to of 152472

Thanks for your response Eugene. I'm glad you feel that way regarding Q's earnings sustainability, 'cause my 'back of the envelope' calculations bring me to a similar sort of conclusion. I think near term (thru 2003), it's nearly in the bag Q's gonna grow 50% a year. It gets difficult to figure this stuff out further on down the line, with all the market dynamics that come into play. So many factors to consider... Do you have an idea how long the growth will last JUST for the CDMA buildout alone? I mean, do you have an idea about when do we get to the point where buildouts of existing networks are finished? Do we continue to grow thru 2005, then growth begins to plateau? Or is it 2007? 2010? Just the CDMA buildout alone, no HDR, no 3G, just what we got on the books right now---what do you think? Ron