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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: carranza2 who wrote (8560)9/8/2001 7:34:23 PM
From: TobagoJack  Read Replies (1) | Respond to of 74559
 
Thanks carranza2. Maurice (I know you are there), any idea on QCOM valuation as a certain but non-operating annuity vs. as a possibly wasteful R+D shop with an annuity? Assuming China CDMA customers will zip to 20 mm by 2004, 60 mm by 2008, and 200 mm by 2011, assume rest of world zips to 1.5 billion by 2011.

Chugs, Jay