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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (25008)	5/18/2000 6:01:00 PM
From: ggamer	Respond to of 54805

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