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

QCOM 171.39

-1.0%

10:22 AM EST

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To: slacker711 who wrote (31297)	1/16/2003 6:36:34 PM
From: cfoe	Read Replies (1) of 196545

Two sets of CDMA numbers caught my notice. #1 4Q '02 1Q '03 (est) CDMA 5.0m 6.6m What could be behind this better than 30% QoQ increase? Higher 1X shipments into U.S.? '03 (est) CDMA 21m This means that they expect to ship 31.4% of 2003's CDMA phones in Q1. Either they expect a big drop-off in the rest of the year or they are being very conservative. Do you have any historical data showing Samsung CDMA sales by quarter that would shed light on this?

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