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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (1561)4/29/1999 12:53:00 PM
From: LindyBill  Read Replies (2) | Respond to of 54805
 
Quote from Qualcomm on phone BZ:

Sulpizio said the handset business is profitable and he hopes to boost gross margins to a target of 25 percent to 26 percent.

This means, that, the best we can expect, is not going to equal the 65% margins we have seen on Cisco and MSFT.

However, the royalty stream is 100% profit, so it may balance out.


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