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 179.26

+0.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: William Hunt who wrote (62821)	4/19/2007 12:04:12 PM
From: Jim Mullens	of 196971

William, Re: QCOM / S&P, and “As far as I could tell their was no new news in the report” His “full” report is to follow, but from the brief I read my take is that he falsely thinks the Q’s new and expanded business from MOT are chipset orders for CDMA and suffer from MOT’s overall weakness. He apparently doesn’t realize that MOT has turned to QCOM for WCDMA chipsets that have been previously supplied by Freescale. This represents a complete new market for Qualcomm, and a huge opportunity to supply the world’s #2 handset maker with all tiers of WCDMA chipsets, thus permitting MOT to compete in 3GSM where it apparently was unable to using Freescale products. Sad that a big outfit like S&P does not comprehend this basic issue and “unwittingly” perpetuates misunderstanding of Qualcomm’s business in the market place.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next