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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.43-0.8%3:59 PM EST

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To: Keith Feral who wrote (111369)1/22/2002 10:56:03 PM
From: slacker711  Read Replies (2) of 152472
 
With over 14 million new CDMA subs in the 4th quarter alone, I think the analysts forgot that CDMA has grown beyond the US. Growth in South America, Asia, and Europe picked up quite a bit in the 4th quarter. Korea 1X shipments must have gone through the roof.

I hate to be the one telling you this....but the CDG's numbers are complete and utter BS. They have consistently miscounted (both over and under) the number of subs each and every quarter that I have checked. This quarter is no different.

The sub numbers for the fourth quarter are available from Korea, Japan, and most of the US and Latin American operators (look at BLS's numbers). They universally underperformed expectations.

Once the CDG gives their regional breakdown, I'll try and show where they are off...

Slacker
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