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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 169.71+1.0%12:16 PM EST

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To: waverider who wrote (94511)2/24/2001 10:18:45 AM
From: surfbaron  Read Replies (1) of 152472
 
Diamond: Regards your advanced "woodshed" theory, as in all the other techs have been therefore Q will also and is in denial. What evidence do we have that CDMA related sales are slow, as opposed to the pc/internet related industries with their JIT/ERP/Customer Resource MGMT Foo Foo should have recognized a slump. I know firsthand Verizon had a tremendous last quarter, as did Sprint, at the same time the pc market went south. Is your thinking based on the idea that PC sales are the first to slow then cell phones follow? I agree It's been amazing to watch the smartest people in the world running these hi-tech widget makers not see the slow down. But I just don't see the slowing of phones in Qualcomms sphere.
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