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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: Ramsey Su who wrote (26423)9/4/2002 10:41:50 PM
From: kech  Read Replies (1) of 197153
 
The analyst seemed to be aware of the difference between listing and parent company since a lot of his story had to do with CAPEX. He talked about the CDMA and GSM side and CAPEX associated with each. Since parent is largely funding the CDMA side and listing is leasing the CDMA network he clearly recognized distinction. I got the feeling he was just being conservative since they are trying to get Investment Banking business and don't want to set sights too high, kind of like Qualcomm. I thought he was just being conservative but it is possible he meant just the listing for subscribers of CDMA.

If they get 7 million it will cause some indigestion from Brian Modoff at DeutcheBank as well as some other analysts at UBS and Credit Suisse since then Q will meet its 82-85 million CDMA sales this year.

What a chuckle to see Maurice and you (and me) on the thread tonight. Kind of like old times - nobody cares about qualcomm anymore except the crazies.
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