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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: jjstingray who wrote (55715)4/24/2002 1:48:51 PM
From: Steve Lee  Read Replies (2) | Respond to of 99280
 
$2.5B wouldn't even buy the right to use the airwaves in one small country, let alone build the infrastructure.

It is QCOM's (potential) customers that are in financial trouble without a solid business plan. If QCOM's customer's aren't spending, then QCOM is not going to make any money.

When Orange were bought by France Telecom, it was for access to the customer base. Orange already had high market share in a territory with already high penetration. The amount France Telecom paid for each subscriber was in the region of $7000.

BTW, Orange didn't make a profit last time I looked.



To: jjstingray who wrote (55715)4/24/2002 2:07:19 PM
From: Softechie  Respond to of 99280
 
QCOM What's its burn rate? Burning faster than taking in?