Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: David E. Taylor who wrote (93051)	1/31/2001 3:37:46 PM
From: marginmike	Read Replies (2) \| Respond to of 152472

"Ericsson and others will collect their share." Is that a JOKE? ERICY has acontract with Qcom, doesnt that dope at Witt soundview know that? His premisis are all baisicly wrong, besides if Qcom gets 3-4% of every cell phone it still a hundred Billion dollar co.

To: David E. Taylor who wrote (93051)	1/31/2001 3:49:13 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 152472

>> (2) If China goes ahead, royalty rates will be 2.5% vs the 8% QCOM collects elsewhere. I wonder where they came up with that gem? 8% is 3 points higher than any estimate I've ever heard. uf

To: David E. Taylor who wrote (93051)	1/31/2001 3:58:48 PM
From: golfinvestor	Respond to of 152472

<(8) "With no hope of establishing CDMA or CDMA 2000 in Europe, and its US market share threatened" (by AT&T), and many other countries already building their 3G networks, "Qualcomm may have already missed the starter's gun", and therefore see (1) above. Qualcomm has "gambled its future" on the "risky proposition" in China.> If this guy doesn't have an ax to grind, he must be short a boat load of Q. Amazing!