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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.810.0%Dec 26 9:30 AM EST
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To: Elroy who wrote (130269)7/22/2003 3:56:24 PM
From: Art Bechhoefer  Read Replies (1) of 152472
 
Elroy, I was comparing growth in handset unit sales (not total revenues) with growth in unit sales of products such as those made by Lexmark. If one were comparing only replacement products, either in printers/scanners or cell phones, then I expect there would be not too much difference in growth rates. But to assume that new users of computers (and presumably printers) comes anywhere close to new cell phone subscribers is improbable.

Art
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