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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: Michael Allard who wrote (33979)	4/8/2003 3:28:56 PM
From: waitwatchwander	Read Replies (1) of 196565

Why is it so important to keep inventory levels depressed? Aren't we on the verge of numerous developing markets? Don't developing markets dictate growth in phone demand? Doesn't market demand drive the entry of new phone manufacturers? Doesn't the addition of new phone manufacturers dictate increased inventory levels? Why doesn't Nokia's desire to gain cdma market share carry any weight with respect to "the inventory story"? What's the other side of "the inventory story"? Will those legs be as strong as those we're seeing today? It all seems so ....

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