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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.52-0.1%10:45 AM EST
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To: brian h who wrote (4699)11/17/2000 12:08:22 PM
From: Keith Feral  Read Replies (2) of 197020
 
Brian: Thanks for the First union report. The numbers for CDMA in India could be staggering, as companies like Hyandai rush to compete for CDMA projects. This would clearly give QCOM more upside for ASIC shipments next year, not to mention royalties & licensing opportunities. More contract wins in the direction of the 200 million line CDMA WLL system mentioned in his report will certainly cause analysts to start tweaking their models. My guess is that these positive developments will continue to bring analysts like Ching, Cabi, and Snyder back into the CDMA camp.
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