Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.35

+0.7%

3:57 PM EST

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To: Randall Knight who wrote (130205)	7/16/2003 2:05:06 PM
From: slacker711	Read Replies (1) of 152472

The thing I find of interest here is the focus on China. How many handsets are Samsung and Mot selling in India? Not many I would guess compared to LG. LG is probably the largest seller of CDMA handsets in China but I think that Samsung is a strong second. The Reliance website features one handset from each manufacturer just about equally. Now if there is a substantial downturn in business, would QCOM have increased the dividend? I dont know about "substantial downturn".....I just think that Samsung and Motorola were less bullish than I was expecting. Both companies expect growth in the 3rd quarter in CDMA. There are conflicting data points on the inventory situation....Korea just reported $500 million in handset exports to China during the month of June. How are they exporting so much if there are 30 million units in inventory? Why didnt Samsung talk about more growth in CDMA instead of GSM? There are a bunch of unanswered questions....but I dont think that you can ignore the comments of Qualcomm's two largest customers and simply focus on an increased dividend (Qualcomm could afford to triple the dividend without straining). Slacker

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