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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 180.21

-1.2%

Jan 7 3:59 PM EST

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To: Eric L who wrote (62737)	4/17/2007 1:08:28 PM
From: waitwatchwander	of 197115

Having one of your posts attract a bullish spew from limtex is a peculiar change. I somewhat think you're right about HSPA. Jha pumped and failed to speedily deliver. I say somewhat because the PC card makers (Sierra, Novatel and Option) all followed Jha's lead last quarter and pumped their guidance for the later half of '07. In this area, it is execution that matters. As time rolls on, new issues will enter the arena and the EC matter has a "chance" of being overtaken by real actions. So far, it has been handsets shipping and judges speaking that has offered the most subsistent progress. Higher second half expectations are popping up everywhere. Broad failure to deliver could make for a sloppy overall market. Some may see '07 a lot like '97 (&'87?).

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