Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.23

+0.3%

11:04 AM EST

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To: Elroy who wrote (130265)	7/22/2003 9:56:03 AM
From: Art Bechhoefer	Read Replies (1) of 152472

Elroy, my purpose in comparing Lexmark with QUALCOMM was to emphasize key differences in the two businesses. The main difference is that demand for cell phones worldwide is growing at roughly three to four times the demand for the products made by Lexmark. If demand for cell phones suddenly dropped, forcing equipment manufacturers to lower their guidance, then I would expect QCOM shares to drop--but not until then. Art

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