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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.32+0.3%Dec 8 3:59 PM EST
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To: Ramsey Su who started this subject1/26/2001 10:56:12 AM
From: Getch   of 196863
 
In the CC yesterday, the forecast for 1X chipsets in the fiscal year was 7 million. This would seem to be the key indicator of of expected growth/implementation of the 1X upgrade cycle. How did this number fit with others here expectations?
My thought is that if we can do 90 million fiscal 2001 with only 7 million 1X, then the upgrade cycle will be pushed out a little further than hoped, but to get 90 million mostly without new generation product in a market the rest of world says is slowing is very solid.
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