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: Jim Mullens who wrote (143952)	7/25/2006 11:00:02 AM
From: slacker711	Read Replies (2) \| Respond to of 152472

OTOH, although “the move of CDMA operators to GSM represents a clear revenue opportunity for TI” it is magnitudes smaller because of 1) the low / ultra low tier ASPs, and 2) the number of subs involved are magnitudes smaller that 2 + billion. Good point. It is a nice bonus for TI but isnt going to be huge driver of the business. + We’ve Only Just Begun....Less than 3% of the world’s 2+ Billion GSM subscriber base has converted to WCDMA + The Best Is Yet To Come...~97% of the world’s 2+ Billion GSM subscriber base remains to be convert to WCDMA I've been pretty consistent on this point for the last five years....subscriber numbers dont matter much. Total units and revenue are the primary numbers that I am interested in. Qualcomm's total addressable market from a unit stand point will be about about 30% of the total and somewhere between 40-50% from a revenue stand point. Slacker