Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.18

+1.1%

Dec 18 3:59 PM EST

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To: slacker711 who wrote (94726)	2/27/2001 12:40:34 PM
From: slacker711	of 152472

More notes from Sawtek CC.... - They have had multiple basestation orders in China...one of which has been partially cancelled. They dont know the reason for the cancellation yet. Found out about the cancellation mid to late last week. - Inventory correction for GSM IF filters going on for one large GSM handset customer. Revenue will be down dramatically in the GSM category (only around 12-14% of revenue). It is a US customer (before everybody starts pointing fingers at Nokia). GSM business will be really low this quarter due to this customer. - RF filter business up from last quarter (substantially). - No softness in CDMA IF filter market. The business will be up slightly over last quarter. The call is worth listening to just for the following exchange. This is around 11:00 minutes. biz.yahoo.com Ed Snyder...."Sounds like the CDMA handset business is not doing bad at all" Sawtek...."That's correct" Ed Snyder...."Great" Just listen to the inflection in his voice when he says "great" <g>. Slacker

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