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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 166.81

-4.1%

3:59 PM EST

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To: Ramsey Su who started this subject	3/8/2002 9:08:49 AM
From: foundation	Read Replies (1) of 196660

08:52 ET Motorola; Bear Stearns believes Jan/Feb very weak for handsets (MOT) 14.53: After a Bear Stearns hosted call with MOT last night, Bear Stearns' Ripple Effect says that operating margins are likely to be down in Q1 due to lower volumes; Bear believes Jan/Feb was very weak for the industry, supported by Intel's (INTC) cautious comments on flash memory; sees qtr being very back-end loaded for MOT and other cell players like NOK and ERICY. ========== In light of recent cdma carrier comments, and comments from AWE and Finland, when Bear speaks of a weak Jan/Feb "for the industry", may we infer the industry in question is GSMcentric?

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