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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST
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To: Cooters who wrote (68431)3/3/2000 11:58:00 AM
From: marginmike  Read Replies (2) of 152472
 
The impression I have is that New digital subs are down 10%. That denoted CDMA to me. I think your seeing things with rose colored glasses. DOMOCO took back some MOMO with their I-mode junk. The question we need to answer is how much better are sales in Korea and in new markets like Australia. I am also skeptical about USA subs. At least the snaptrac deal will allow them to burry some loss in aquisition stuff, and margins will improve with Handsets gone.
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