Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.32

+0.3%

Dec 8 3:59 PM EST

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To: Craig Schilling who started this subject	2/28/2001 1:08:26 PM
From: Ruffian	Read Replies (1) of 152472

Note the cancellation of China orders is for GSM. I know others who listened to the CC thought it was for cdma. Who's right?? Per JP Morgan: Sawtek (SAWS/$17/Market Performer) mkt cap $0.749B SAWS: Maintaining new guidance on lack of short-term visibility; Market Performer º CDMA IF filters and RF filters sales continue to be robust º Significant weakness in GSM IF filters and partial cancellation of a GSM base station order in China º Little additional guidance on the conference call; maintaining our current estimates and rating Rocket

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