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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 180.88+2.0%Oct 31 3:59 PM EST
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To: limtex who wrote (36807)9/4/2003 5:01:37 PM
From: Cooters   of 196413
 
$1.42 this year and $1.38 next year?

I've always thought that $1.38 number is really bearish on WCDMA and factors in very little (positive) from the CDMA2000 side. We'll see for FY2004.

For FY2005, QCOM was fairly specific today about when WCDMA will "take off", and what they expect to garner in chipset market share. IMO, a 2006 LEAP on QCOM looks cheap, but they have a way of getting cheaper after I start buying them<ng>

Cooters
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