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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: laodeng who wrote (8520)	3/13/2001 4:25:24 PM
From: foundation	Read Replies (1) of 197157

"..Additionally, Thornley said the expected slowdown in handset sales growth this year is mainly based on handsets using the European technology, not CDMA. "There's no question the slowing economy has an impact on markets like the United States, but I think fundamentally the factors are different for CDMA," he said.." ---------- Lao, Something I posited in January: "I believe the most powerful effect of Q's Thursday conference call was that it sowed the seeds for a fundamental change in perception regarding Q's relationship to 1) GSM dominant vendors and markets and 2) the wireless sector as a whole. This shift is typified by the caption: "Qualcomm tops profit estimates as others falter." - Message 15257214 . Ironically, I believe the foundation for this new perception - this reality - is grounded in Q's short term Achilles' heel --- the capsular nature of the 1x market. By capsular, I'm not suggesting that the 1x market won't grow within defined bounds (Americas, Korea, Japan, China, India, Viet Nam, Malaysia, etc.) - it will. What I am suggesting is that Q's markets are insulated from the profound disappointments that I believe are imminent in GSM markets. No matter what happens in Europe, Q has excellent prospects for meeting or beating earnings estimates - a message clearly telegraphed by management during the conference call. This recurring revelation will repeatedly delight analysts (aside from Snyder and Cabi) as the year wears on. The chasm in investors' minds separating GSM and CDMA prospects grows wider." Message 15260094 ---------- Perhaps there's an ounce of truth in this... <g> ben

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