Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Softechie who wrote (81895)	6/20/2002 7:26:11 AM
From: Softechie	Read Replies (1) of 99280

QCOM Qualcomm estimates too high -- Deutsche (28.13) Following bus tour yesterday in San Diego and ensuing channel checks, Deutsche Bank remains comfortable with its view regarding CDMA handset volumes in 2002 and the near-term challenges facing certain CDMA mkts. While QCOM remains firm's favorite long-term stk in its universe, it believes FY02/FY03 consensus expectations are too high.

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