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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 167.76-3.6%2:25 PM EST

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To: marginmike who wrote (95428)3/8/2001 11:32:56 AM
From: foundation  Read Replies (1) of 152472
 
I know Samsung is one of them
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Samsung inventory issues were never clarified as GSM or CDMA related - and Samsung provides both - including GSM handsets to large Euro operators including Orange....

It would seem curious for Samsung to have huge inventories of homeless 2G cdma handsets - in light of Samsung's entry into India - as well as announced affiliation with Unicom....

But who knows - it's hard to think of a more credible source of information than hedge funds and traders....
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