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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: slacker711 who wrote (125135)11/7/2002 5:06:57 PM
From: qveauriche  Read Replies (1) of 152472
 
Maybe I'm too much of a homer, but if Nokia and QCOM were auto companies the proper comparison would be Porsche to Yugo when it comes to making 1X chips. i don't really know why they ever have to have more than 5% of that market. The full year estimate is a precipitous dropoff from next quarter estimates, which for Q is already based on post holiday sales. This Q would have been the holiday buildup.

What about Reliance's ramp? What about PCS and Verizon ramps? Hard to believe China is already tapped out. If so why did we go to so much trouble?

Something is very wrong here, seems to me.
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