Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: 100cfm who wrote (111559)	1/24/2002 7:35:35 PM
From: limtex	Read Replies (1) of 152472

100cfm 1x ramping up and it seems it's just replacing IS95a sales and is not causing an increase in sales. Till something causes cdma to start growing/increasing faster then the overall handset market growth rate then I think Q's stock price goes nowhere You are right on the button. My view often expfressed here is that we need to see 1X get off the ground in the US. Until then not much to excite buyers of handsets or new subs.....BUT after then very very good reasons to go out and buy very epxensive handsets which will no longer be handsets they will be PDAs at $400 each. And many of us are going to get them. So for me the only question is when do they light the networks. I'm sure PCS adn VZ can't wait eiher but it is goin to be this year and my hop is that worst worst way it is before the end of June even if only just before. So no wonder there aren't huge mubers of 1X chips going out. Where would they go to? Best, L

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