Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.24

-2.4%

3:59 PM EST

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To: marginmike who wrote (111122)	1/18/2002 9:55:28 AM
From: Art Bechhoefer	Read Replies (1) of 152472

>>The growth rates in wireless are deteriorating, and money will not be spent that doesnt exist for 3g networks.<< The key issue here is not the overall growth rate in wireless (worldwide), which is still very strong, but the growth rate in CDMA users, which generates either chip sales, royalties, or both. A 30 percent overall growth rate in wireless can still produce a 50 percent or more increase in CDMA related revenues for QCOM. This distinction is not being made by many analysts. Art

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