SI
SI
discoversearch

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 Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (27799)10/15/2002 9:57:10 AM
From: Art Bechhoefer  Respond to of 197299
 
Estimating the value of GSM/GPS solution to QCOM, one should be conservative and confine the projection to the major TDMA/GSM service providers who currently fail to comply with the FCC enhanced 911 rule. To come into compliance would require at least 30 million subscriber upgrades. Suppose that QCOM gets a net profit of $10 per chip. How does $300 million or about $0.40 per share sound for a "back of the envelope" estimate?

Art



To: Ramsey Su who wrote (27799)10/15/2002 10:08:53 AM
From: carranza2  Read Replies (1) | Respond to of 197299
 
The Europeans will have their Galileo system up and running by '08. Alcatel and all the Europeans--and who knows who else--will presumably switch to Galileo by then. In the meantime, GPS will be the only satellite location service game around. The income stream should be good if GPS is used globally, but it will be limited by '08 if Galileo is successful.

wired.com

nordicwirelesswatch.com


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News