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

QCOM 183.76

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To: slacker711 who wrote (44064)	1/7/2005 9:10:13 AM
From: Cooters	Read Replies (2) of 197118

Has the camera phone upgrade cycle to wane or was this is just a result of some market share shifts? Radio Shack will report on January 13th....if they were down as well, it would be hard to see CDMA handset sales as having had a good quarter in the US. CC is losing market share, but a larger trend is probably a shift from third-party retailers to direct sales. In Sprint's case, they are actively expanding their direct retail presence, in part due to expanding data services requiring a more capable sales force than a third-party can usually offer. Online sales through sprintpcs.com could also be in play. Anecdotally, all of the new handsets I saw post-Xmas were direct purchases, with the biggest trend being camera phones for youths.

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