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

QCOM 172.29

-2.2%

Dec 17 3:59 PM EST

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To: Jim Mullens who wrote (45747)	5/7/2005 5:25:21 PM
From: 100cfm	Read Replies (1) of 196981

Jim That is GOOD news! That's 30M new subs per year and is what a country with India's potential should be doing for the CDMA team. This will in turn make TATA do the same which will further increase sub growth. Now to get some news like that out of China and Europe would send Q and it's stock on their way. It was getting to seem that GSM would remain champ way too long. And Q's downward revisions and lack of WCDMA sales was sort of confirming that. Cingular will be our Reliance in the U.S. and will drive growth. 3 is trying hard in the EU but I'm not sure they can drive the market all on their own. Although carphone Chairman thinks they will run away with the market in the second half. Hope he's right. Second half begins in less than 30 days. Lot of pressure on the second half, hope it can handle it.

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