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

To: slacker711 who wrote (129994)	7/1/2003 8:45:18 AM
From: Jim Mullens	Read Replies (1) \| Respond to of 152472

Slacker, Re:” Would you (anyone) care to venture an “educated” guess of Qualcomm’s chipset market share going forward for each CDMA2000 and WCDMA? I think this is where I would probably differ most from your numbers. I dont think I have seen any compensation for marketshare gains by Nokia in CDMA in '04.”<<<< Sorry I didn’t state that more clearly. My rough handset sales forecast for 2004 was Qualcomm’s addressable market for CDMA2000 and WCDMA, not chipset sales in those markets. I too expect Nokia to gain market share in CDMA2000 as I believe Qualcomm currently has over a 90% share in that market. From my records, Qualcomm’s historical CDMA chipset market share for the past 3 years prior to FY2003 has been in the mid to high 70% range. My guess for CDMA2000 for 2004 would be in the mid to high 80% range. My guess for WCDMA chipsets for 2004 would be fairly low as I projected most WCDMA sales would be from DoCoMo (8M out of 15M). jim