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 : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!
QCOM 134.78-1.8%Apr 14 3:59 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Maurice Winn who wrote (1789)2/25/2011 3:10:31 PM
From: Maurice Winn2 Recommendations   of 1814
QCOM = 3 x NOK in market capitalisation being $97 billion versus $32 billion with the trends not in Nokia's favour.

It took all through the 1990s and most of the first decade of the 21st century to catch Nokia, then just a couple of years to double it and now just 4 months to triple it.

Qualcomm should this year rejoin the $100 billion market capitalisation club but is not seeming likely to be in the race to be the first $1 trillion company.

As Nokia loses market share, the 2% royalty rate they enjoy is replaced by companies paying 4% or 5% royalty rate [or even 5.5%] which is much better for Qualcomm's profits. Now we need the same effect on Broadcom.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext