Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: marginmike who wrote (110269)	1/4/2002 3:12:37 PM
From: Keith Feral	Read Replies (3) of 152472

CDMA2000 will have a soft launch in February in the big markets and continue to rollout nationwide during the rest of the year. I think the China rollout for CDMA in the March quarter will sustain Q1 guidance. March rollouts for 1X networks in Japan and the US will sustain numbers for the June quarter. CDMA sales will be kicking ass by the Q3 2002 when CDMA2000 is hitting on all cylinders in Korea, Japan, the US, China, south America. At some point, WLL in Inida is going to be thrown into the equation. By that point, there is going to be visibility for WCDMA in 2003. We are about to enter the sweet spot for revenue growth and EPS growth. I would expect a stock split in the next 12 to 18 months, giving the stock a real chance to see triple digits in that time period.

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