Greg, you've mentioned at least a couple of times I think, "use Qcom as am example" referring to Ntap (and others). If you explained that in detail earlier I missed it and apologize for asking. If so, and you recall, could you reference a post #, or date/time?
If not, could you elaborate please. I assume you mean something other than simply Q's extended descent - are you suggesting analogous percentage declines or what?
Also, given Q's run-up last year (which is way beyond Ntap's I believe), and, given the obvious time frame for it to catch up to itself (Q), plus (perhaps more important) the several questions about Q's performance as of last winter/spring for the next 1-2/3 years (3G,etc., NOK, China, plus bad news from Korea last spring I think - subsidies, the apparent FUD campaign, i.e. WCDMA replacing CDMA) and the fact that while there may be some slowdown in storage growth (apparently that is not a given; I've heard analysts/commentators say probably next to none) I don't think it compares to the issues for Ntap that Q had. Therefore, again, why the analogy? Learning here. Thanks.
bowledover |
