Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 179.32

+0.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: grinder965 who wrote (6125)	1/13/2001 9:50:51 AM
From: Eric L	of 196970

grinder965, << I suspect this is just the tip of the iceberg >> Let me know when it melts down please. <g> << Gee I wonder why all approved 3G standards are CDMA based? >> They are not. Two of the IMT-2000 terrestrial radio interfaces are CDMA. 1 is CDMA & TDMA. 1 is TDMA. One is TDMA & FDMA. But the good news is that the two most important ones are CDMA, and if you have a long term outlook (which I do), that makes QUALCOMM a winner. Good article from the Financial Times. The unfortunate thing is that it focuses on the issue of "saturation", but I happen to think that is overblown, even though net wireless subscriber growth declined for the first time this year and it is highly likely that actual (absolute growth) peaked this year. The need to get data-centric handsets into the market is a real one, as the paradigm shifts from voice-centric to data-centric services. It appears likely that we will not see either GPRS or 1xRTT handsets delivered in appreciable volume till the 2nd half of this year and real data uptake until 2002. That makes this year, a potentially tough year for the wireless vendors (as was last year), and it is getting a lot of focus from the financial analysts. The sector will turn, but it isn't going to turn this quarter, I'm afraid. I think it is fortunate for QUALCOMM that their fiscal completed one quarter before the end of calendar, and I'm hoping we can have solid earnings and good guidance. What Nokia reports is going to have a real impact on how the sector is viewed, Hopefully it is viewed positively, and hopefully QUALCOMM backs it up. I'm not sure that there will be too much positive from the rest of the industry. - Eric -

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next