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


To: Jim Fleming who wrote (20618)12/31/1998 10:28:00 AM
From: Webster  Respond to of 152472
 
QCOM has 100% cdma Handest Market Share Penetration with the following gross profit combination:

Royalties = Nokia and others making their own ASICS
Royalties + ASICS + = Motorola, koreans and others
Royalties + ASICS + Manufacturing = QPE

What ever way you want to slice it, qcom will have 100% market share in cdma phone sales. The combination of the three gross profit senerios will continue to shift, but qcom will profit from every cdma phone sale. FWIT
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