Qualcomm: Great Quarter, Great Execution [View article]
Aman,
Appreciate your note. I will be answering this question in greater detail over my next couple of posts on QCOM. Stay tuned!
In the meantime, you can look at my earlier coverage on Gobi on my site that should give you some idea. I think Gobi as a concept is a great initiative by QCOM. I have very initial guesstimate numbers in that piece based on some aggressive market share assumptions. I will perhaps refine this estimate in my next few articles based on the cc. Here is the link to my October 24, 2007 article.
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Aman,
Apr 29 15:01 pm
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All Comments by Vijay Nagarajan »Qualcomm: Great Quarter, Great Execution [View article]
Appreciate your note. I will be answering this question in greater detail over my next couple of posts on QCOM. Stay tuned!
In the meantime, you can look at my earlier coverage on Gobi on my site that should give you some idea. I think Gobi as a concept is a great initiative by QCOM. I have very initial guesstimate numbers in that piece based on some aggressive market share assumptions. I will perhaps refine this estimate in my next few articles based on the cc. Here is the link to my October 24, 2007 article.
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Vijay