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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Lost1 who wrote (22525)	3/9/2000 4:45:00 PM
From: John Pitera	Read Replies (2) \| Respond to of 63513

If we are in the vortex of a global rollout of wireless phones, with penetration continuing to go up (and people upgrading to newer smaller, lighter models with more functionality) then QCOM's CDMA standard will continue to do good business. the Key point though is that CDMA looks to be the used for wireless High-speed internet access. CDMA --which is the enabling technology for high-speed access to the Internet via a mobile wireless network. that's what the whole shooting match is about imo -g- I am showing a forward P/E of 95 on QCOM and the EPS growth rate is higher than that. considering that they have sold lower margin businesses to concentrate on their high margin area, they should have another nice year of EPS growth. China will make it into the WTO as well, imo and they should be back on board as a mkt for QCOM. * QCOM held upbeat analyst meeting yesterday in San Diego. * CDMA has been deployed or under deployment throughout N & S Amer as well as Souteast Asia and Japan. * CDMA now ready to move fwd in China w/signing of agrmt w/China Unicom. * QCOM has dominant patent portfolio in CDMA, which is the enabling tech for high-speed access to the Internet via a mobile wireless network. * QCOM is collecting royalties from manuf's such as MOT,ERICY,NOK,LU,NT as well as ALL Japanese, ALL Korean, & now ALL Chinese manuf's of CDMA equip * At the moment, MOT is QCOM's fastest growing licensee indicating MOT is building momentum in CDMA sales of both infra & mobile phones. * QCOM plans to increase its market share in CDMA ASICs. * Book:bill ratio on CDMA-based ASICs should move back above 1.0 in Mar qtr * Qualcomm has the dominant patent portfolio in CDMA technology, which is the enabling technology for high-speed access to the Internet via a mobile wireless network. * The more CDMA-based wireless networks deployed and the more subscribers added onto CDMA networks, the greater the amount of royalties QCOM can collect from manufacturers such as Motorola, Ericsson, Nokia, Lucent, Nortel as well as ALL the Japanese, ALL the Korean, and now ALL the Chinese manufacturers of CDMA equipment. * At the moment, Motorola is Qualcomm's fastest growing licensee indicating Motorola is building momentum in CDMA sales of both infrastructure as well as mobile phones. * QCOM plans to increase its market share in CDMA ASICs. It has all but one of the infrastructure providers, which QCOM is confident will sign up with QCOM. In mobile phones, Qualcomm continues to generate design wins even at manufacturers that have indicated a desire to use internally produced ASICs.