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

To: Thomas Mercer-Hursh who wrote (28548)	7/22/2000 9:16:44 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 54805

Thomas Mercer-Hursh: Technically, I stand corrected. The point that I meant to make is that, as I understand it, QCOM will profit far less from W-CDMA than from their CDMA-2000 products. First, I believe they will not receive the same royalty payments from deployment of W-CDMA. Second, they will lose significant revenue if they cannot sell their chipsets for CDMA-2000 3G wireless handsets. While QCOM will always have some sort of revenue stream from royalties, whether CDMA-2000 or W-CDMA, brisk sales of their CDMA chipsets is nearly as important to QCOM's future stock price appreciation.