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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Rocket Scientist who wrote (4421)	12/22/1999 11:39:00 AM
From: 2brasil	Read Replies (1) \| Respond to of 13582

Royalties from exploding cdma mkt possibly on every phone made worldwide! and other devices that may have cdma chips i.e computer/laptops/pdas etc etc made in the future! not to mention internet wireless and H.D.R. see qcom web page for info on hdr and other things that have been mentioned for last 2 years on thread including great management imho regards Bruce ---------- Qualcomm Slates News Conference on Phone Unit Sale NEW YORK (Reuters) - Qualcomm Inc. (NasdaqNM:QCOM - news), a developer of mobile phone technology, said it would hold a news conference at 4:30 p.m. Wednesday to make ''an announcement regarding the sale of its phone business.'' Qualcomm has been the best performer on the Nasdaq stock market this year, rising to 495 from just 25-5/8 on Dec. 31, 1998.

To: Rocket Scientist who wrote (4421)	12/22/1999 11:48:00 AM
From: Peter Sherman	Respond to of 13582

the answers to all your questions is - YES

To: Rocket Scientist who wrote (4421)	12/22/1999 12:07:00 PM
From: Jeff Vayda	Read Replies (1) \| Respond to of 13582

RS: Justified levels? The Q produces a product which is in demand for its ability to enhance another's product. What is that worth? Isnt that what AOL and Yahoo do as well? Are they overpriced? (You betcha they are, but they have been so for how long? At some point if the thesis is not supported, you have to throw it out.) The key difference is that the Q has produced a unique product which others have tried to copy. They have either been unable to duplicate the technology outright or have been unable to duplicate it economically. The Q is willing to sell at a price point which makes it smarter to buy the technology from Q. How much better can it get? The profits inputted for the P/E (trailing or leading and the different multiples as a result) are based on a current minority market share.(Just for ease of concept, limit the exercise to handset ASICs) Given the increase in that market share and the demonstrated increase in the replacement of components as technology accelerates, the future royalties are going to increase. Add in the increased margins with the release of the low margin handset production capacity and things get even better. I'm sure others are putting out more detailed analysis, just my two cents worth. Jeff Vayda

To: Rocket Scientist who wrote (4421)	12/22/1999 1:04:00 PM
From: Webster	Respond to of 13582

Fortunately, one does not have to be a rocket scientist to take advantage of qcom's past or current growth. Earnings are directly related to cdma subscriber equipment sold world wide. Phones, infrastructure, soon to be wireless computers and other devices. If qcom can make $5.00 per share in FY00 on estimated 70-80 mil new cdma subscriber units sold (not subscribers - units) then imagine what kind of EPS qcom will have when 400 mil per year are added. You will wish you owned qcom at $500. FWIT thanks web.