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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 9:30 AM EST

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To: Jacob Snyder who wrote (2785)9/5/2000 5:59:46 PM
From: slacker711  Read Replies (3) of 197248
 
Can you list what news you think could change sentiment on QCOM? Be realistic, no wishful thinking.

Here's my list with varying degrees of probability....

- An end to the handset subsidy ban in Korea. This would immediately improve the outlook for the fourth quarter. I think it would be highly likely we would see a chipset shortage.

- Large (hundreds of millions) orders for CDMA infrastructure by China Unicom.

- Capitulation by Nokia (unlikely until next year)....

- An announcement that Qualcomm is participating with a couple of carriers in W-CDMA handset trials.

Each of these would probably move the stock out of it's current trading range....

Slacker
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