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

To: 16yearcycle who wrote (10397)	5/18/2000 4:33:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 13582

sure we will, not next year maybe 2002/2001 with HDR, but not full blown 3G. The point of the post was it's the delay, not the technology. Greg

To: 16yearcycle who wrote (10397)	5/18/2000 5:25:00 PM
From: ggamer	Respond to of 13582

Looking out the coming next 3 years, I am trying to figure out the revenue coming to QCOM from the development of 3G. Assumptions: a) All the numbers came from me and all of it is guesswork, no science involved b) WCDMA is for real and it is introduced to the market. c) Sales of one billion CDMA phones: 70% WCDMA and 30% CDMA2000 d) HDR is successful and 10 million ASIC are sold worldwide e) Worse case, NOK, IDT, and ERIC all get a small piece of royalty and QCOM Royalties of WCDMA units are dropped to $2.75 per unit. f) Licensing fees are not included in my calculations. (All # in millions except unit rates) Total Royalty/ ASIC/ ASIC% Tot Rev TotRev TotRev Sales Phone Phone Market Royalty ASIC 3Years CDMA2000 300 $3.50 $35 95% $1,050 $ 9,975 $11,025 WCDMA 700 $2.75 $25 20% $1,925 $ 3,500 $ 5,425 HDR/Modem 10 $3.50 $45 100% $ 35 $ 450 $ 485 Total 1,010 $2.98 $14 100% $3,010 $13,925 $16,935 Please review this worksheet and make some comments,but when you respond please undo the fixed font check mark. GGamer QCOM, Toll Gate to The Wireless World