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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 178.29-1.6%Dec 12 9:30 AM EST

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To: slacker711 who wrote (94369)2/23/2001 10:20:25 AM
From: marginmike  Read Replies (4) of 152472
 
Remember sales growth must grow enough just to cover ASP decline. If subs grow 30% instead of 50% and ASP's decline 15% then real growth is only 15%. We need a kicker. Also remember Omnitracs will be off, and GSTRF DOA. Liscencing could save the day, but I dont expect much upside to estimates, though I dont expect Missis either.
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