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

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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.

Mqurice
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