Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.17

-0.4%

10:40 AM EST

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To: Maurice Winn who wrote (35396)	7/16/1999 10:06:00 PM
From: JohnG	Read Replies (2) of 152472

Maurice--Thanks om much for the Conf summary. Baseball seems to be the topic for the emotional relief of those who went thru this week's excitement. I envy them for I am more pure business, anxiety & fear. You may be able to help me here. Clearly, with high growth rates, flawless execution, and slow response from ERICY, MOT and NOK on CDMA offerings, CDMA operators will put a great deal of pressure on non CDMA operators to jump to CDMA--DoCoMO and AT&T are two who could see this pressure. There was a CDMA handset growth forecast mentioned in the SAWS earnings conference yesterday that seems either too high or 1 quarter ahead to me. They claimed forecast for total worldwide CDMA handset shipments were 38MM for FYE 9/99 and 65MM for FYE 9/00 for a 70% increase. DO YOU have data to substantiate or refute this claimed forecast. In the past you seem to have a lot of detailed information at your fingertips. JohnG

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