Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

3:59 PM EST

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To: Art Bechhoefer who wrote (103501)	8/31/2001 6:55:26 PM
From: Pierre	Read Replies (3) of 152472

Art: You make an interesting case. Focusing on the capital markets, rather than the technology, is a view that seems increasingly in vogue. Probably rightly so. As to Q, I think I'd keep an eye on the 3G spectrum in Europe. If, as pcstel surmises, that gets opened up to GSM it will, IMHO, severely effect Q revenue projections. I wonder how much w-CDMA revenue is cooked in to current projections, overtly or otherwise? Pierre

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