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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 172.16-3.8%12:36 PM EST

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To: carranza2 who wrote (111615)1/25/2002 10:39:44 AM
From: slacker711  Read Replies (1) of 152472
 
Dr. J predicted long ago that Q would be unable to keep the kind of market share for CDMAOne ASICs which it had historically held.

True...but they managed to fend off the competition for long after he first said this. I'm hoping that they will be able to do this again when the 1x handsets start being demanded by carriers. The question will be the timing (and price) of Nokia's 1x handsets...

It's happening now. No big deal.

It sort of is....at least for this year's earnings growth.

Long-term, most of Q's earnings growth depends on the timing and success of W-CDMA.

Slacker
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