Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 170.90

-1.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (33954)	4/7/2003 5:57:46 PM
From: slacker711	Read Replies (2) of 196545

Some notes from the RFMD call....they tried to avoid concrete comments about the end markets but they did give some tidbits. - Sequntial revenue by technology GSM +22% TMDA -46% CDMA -25% - They think they probably gained some marketshare in GSM. - In CDMA, they believe some of the weakness is due to their geographic mix. They are more heavily dependent on sales in Korea. - They wouldnt comment on a question about CDMA inventory in China other to say they are looking into all of the causes for the drop. They did say that they didnt think that there was excess inventory of the GSM models that they have been designed into....couldnt tell for other models. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next