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: MileHigh who wrote (54068)	12/14/1999 8:45:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

12/14/99 - Digital Cellular Proliferation: Worldwide Digital Popularity Demands Established Infrastructures SAN ANTONIO, Dec 14, 1999 (BUSINESS WIRE) -- Digital cellular acceptance has exceeded worldwide industry expectations. Because approximately 300 million digital subscribers are projected globally by 2002, a large infrastructure market will be necessary to support this amazing growth. According to new Frost & Sullivan (www.frost.com) strategic research, "World Digital Cellular Infrastructure Markets," revenues are up from $16.1 billion in 1998 to $18.1 billion in 1999 and will exhibit a solid growth rate throughout the forecast period (1999-2002). Many opportunities to fulfill market potential loom on the horizon for the three technologies discussed in this report, including Global Systems for Mobile Communications (GSM), Code Division Multiple Access (CDMA) and Time Division Multiple Access (TDMA). "The conclusion is that each of three digital technologies have markets and environments where it will flourish," states Frost & Sullivan telecommunications analyst Greg Baldwin. Boundaries are becoming less defined as each technology forges a greater international presence. Frost & Sullivan projects outstanding digital cellular growth in Latin America, Asia Pacific and other regions because a large portion of these regions lacks established wireless or wireline infrastructures. Despite promising GSM, CDMA and TDMA demand in developing countries, smaller companies will continue to find difficulty competing against larger market participants. Smaller vendors need to concentrate on developing products and targeting niche markets to maximize revenue gains. Furthermore, companies must shift their concentration from building equipment to developing software platforms capable of running enhanced applications that are in high subscriber demand. "Considering whole systems are expensive, keeping prices down is a key factor," states Baldwin. In addition, scalable systems that fit subscriber needs remain a concern for system carriers. Vendors will need to customize product solutions to individual demand. "World Digital Cellular Infrastructure Markets" offers competitive profiles on participating companies, analyzes market drivers and restraints, forecasts revenues by segment, and dispenses strategic recommendations. Frost & Sullivan has identified the following companies as market participants for the purpose of this study: AirNet Communications Corporation; Alcatel USA/Cellcore; Aval Communications, Inc.; Comdev Wireless Systems, Inc.; Daewoo Corporation; Ericsson; Hughes Network Systems; Hyundai Electronics Industries Co., Ltd.;Italtel; LG Information and Communications, Ltd.; Lucent Technologies; Matra Communications; Motorola Cellular Infrastructure Group; NEC America, Inc.; Nokia Telecommunications; NORTEL Networks; Qualcomm, Inc.; Samsung Electronics, Ltd.; Siemens A.G. and Tecore, Inc. Related companies include 3Com; ADC Metrica, Inc.; Advantest Corporation.; AG Communication Systems; Allen Telecom, Inc.; Allgon Enterprises; Andrew Corporation; Anritsu Wiltron Company; ArrayComm; ASCOM Infrasys; Bosch Telecom; Brite Voice Systems, Inc.; Celwave; Comarco Wireless Technologies; Compaq Computers, Inc.; Comsearch; Digital Microwave Corporation; DSC Communications; DSP Communications; EDS Personal Communications; Excel Switching; Fujitsu, Ltd.; Global Mobility Systems; Grayson Electronics Company; Harris Wireless Access Division; Hewlett Packard; Hitachi Telecom; IFR Systems, Inc.; Integrated Wireless Systems; ISOTEL Research, Ltd.; Logica Aldiscon, Inc.; LSI Logic; Metapath Software Corporation; Metawave Communications; Mitsubishi Wireless Communications, Inc.; Mobile Systems International; Natural Microsystems Corporation.; ORA Electronics; Orga Kartensysteme; Ortel Corporation; Panasonic; Phillips Communications Systems; Powerwave Technologies, Inc.; Rann International; Recal Instruments, Inc.; Rohde & Schwartz GmbH & Co.; SAFCO Technologies; Sage Instruments; Samsung Electronics, Ltd.; Schlumberge, Ltd.; SEMA Group Telecoms; SignalSoft; Spectrian; Summa Four, Inc.; Sun Microsystems; Synacom Technology; Tecnomen; Telecom Analysis Systems; Telecorp; Tellabs, Inc.; Telogy Networks; TELOS Engineering Limited; Telular Corporation; Tessco Technologies Incorporated; Texas Instruments; Uniden America Corporation and VLSI Technology Inc. Frost & Sullivan is an international marketing consulting and training company that monitors the telecommunications industry for market trends, market measurements and strategies. This ongoing research is used to complement a series of research publications such as No. 5653-65 World GSM Digital Cellular Infrastructure Markets and is used to support participants with customized consulting needs. Free executive summaries are available to the press. World Digital Cellular Infrastructure Market Overview Report: 5901-65 Publication Date: August 1999 Price: $5,950 Copyright (C) 1999 Business Wire. All rights reserved. Distributed via COMTEX. -0- CONTACT: Frost & Sullivan, San Antonio Jennifer Minx, 210/348-1015 jminx@frost.com frost.com WEB PAGE: businesswire.com GEOGRAPHY: TEXAS INTERNATIONAL LATIN AMERICA ASIA PACIFIC

To: MileHigh who wrote (54068)	12/18/1999 9:46:00 AM
From: William Hunt	Read Replies (1) \| Respond to of 152472

MileHigh ---Some thoughts on "Q" price --Please correct the numbers if you see any corrections needed -- 1) "Q" estimated earnings as it stands now for the year 2000 are per S&P in the neighborhood of 3.85 cents per share 2)"Q" is looking to sell the handset division for 5 billion dollars ---the division currently losing 40 million per year which would be worth a .25 per share increase on 2000 year earnings when sold 3)"Q" will sell the handset division for 750 million to a billion dollars to NOkia -( under the assumption they will be heavily involved in building a CDMA network in Europe otherwise why sell to NOKIA?) 4) IF "Q" were to take the four billion they would lose by a partnership they should earn 10% on their money which would add 400 million to earnings thus increasing earnings for the year 2000 to the 7.00 per share range ( at todays price that would a 65 P/E ) 5) "Q" will take the partnership for expansion and growth purposes but will expect roalyties to be in the 400 million to 500 million otherwise why sell the handset division 6) with a P/E of 65 by next fall and HDR coming on the horizon "Q" should be at a fireside sale price BEST WISHES BILL PS Would really like your review to get a finacial feel of where we are headed