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

QCOM 174.18

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3:59 PM EST

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To: Jim Mullens who wrote (41285)	6/25/2004 9:50:58 AM
From: slacker711	Read Replies (2) of 196989

Strange report attributed to RBC which reiterated it’s Outperform rating on the Q on March 25 and again a month later raising the target to $77 with “witnessing robust CDMA handset sales trend.” What is strange about it? The article mentions that wireless trends were strong in Q1 and Q2 (which coincides with the reports you linked) but that there appears to be some wireless weakness (CDMA in particular) at the semiconductor assembly and test companies. From the brief article, it seems that this data point is directly from the companies themselves. Personally, this is precisely the type of research that I like to see. We dont have much access to information from the Taiwanese companies.... Slacker

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