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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 164.53-0.4%Jan 14 3:59 PM EST
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To: David E. Taylor who wrote (21960)4/29/2002 4:26:44 PM
From: Jeff Vayda  Read Replies (1) of 197214
 
David: quite the study. Good job.

But I might offer that all of your positions might be correct - just in varying amounts to make up the whole. In a down telecom market - where everyone is hurting - I can see the business sense in discounting both. You want to clear out the old inventory to those who are interested in the best deal. No doubt there are bottom fishers in the handset industry. Then there is a case for wetting the appetite of those who are interested in producing the latest and greatest but would be hesitant at this point to make a purchase. It is market (supply/demand) driven. IMO, both cases are possible. In addition to this point in the technology cycle, where you have the above both effects, you have to add in the downward market forces which keeping the customer on the sideline, putting more pressure on the system.

As we have seen in the share price, not a nice place to be if you are long.

Jeff Vayda
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