Nokia to lay off half of work force

[bob007]

Motorola and Scientific Atlanta are a duopoly in cable tv equipment and set top boxes

[bob007]

Motorola and Scientific Atlanta are a duopoly in cable tv equipment and set top boxes

[VCJIM]

What does it make it if you state they are a duopoly three times?

[Anonymous]

Annoying as all f*ck, that’s what.

“Oh, SORRY everyone. I didn’t mean to post THREE times! It was my server, really it was! No, dammit, it was those republicans, yeah, that’s it. Republicans.”

[bob007]

i posted once. i had a problem in my browser

[masayako]

asianautica,

I couldn’t agree more. One need to look at their market position and you will know.

3 months back when QCOM stock worth around $50, I estimate the intrinsic value of QCOM stock should be around $15. People call me crazy and told me there is no chance QCOM could go down like that. Oh well…

I still stand by my analysis. QCOM should be worth only about $15 per share.

masayako

[ybc]

Masayako,

What’re your basic assumptions (especially regarding royalty rate, CDMA handset market and their WCDMA chip market share) to derive at QCOM’s $15 intrinsic value, if you can share?

[Author]

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