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

To: Clairmont who wrote (27511)	7/9/2000 5:06:29 AM
From: shamsaee	Respond to of 54805

I will try my best on the brief. -CDMA or WCDMA are all one thing with small changes and company has all relevant IP and many suppliers have or are in the process of signing 3g licensing agreements.Qcom will receive royalties on all flavors. -Korea will deploy 1x end of this year with Japan and US deployment early next year.(IMHO we should see blow out numbers next year). -3G decisions on technology predominantly cdma(cdma200.wcdma) and company will benefit from royalties and chipset.However WCDMA is further away and it makes more sense to go with CDMA 2000 because our concern is the speedier the implementation the better.(IMHO maybe WCDMA is more of buying time tactic for NOK,ERIC to be able to close the gap in asics development on qcom). -China will go with CDMA but some chinese factions favour waiting for CDMA2000 and some want to move forward Current CDMA because they are close to being able to supply infra. -Competition down the line in asics from INTC and TXN expected but the handset manufacturers will realize its better just to buy the asics from qcom(IMHO it was DR J polite way of telling NOK to stop wasting money on trying to get it right and buy from qcom and save yourself the R&D cost.)Currently No competitor in asics business. -Royalties naturally are a much higher percentage to the bottom line.(IMHO it is much more important to receive royalties on 3G than to keep 90% asics share) -2002 1 bil Mobile handset sales expected as per NOK CEO and CDMA should maintain and increase its current market share of 20%. -Although they will not be able to maintain their current ASICS market share in 3G but the market is much bigger and therefore great growth. In brief it makes you want to go buy as many shares as you can get at these levels and made my day and now I am off to play golf. Have a good one