SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.80+0.3%Dec 5 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Eric L who wrote (49664)1/18/2006 10:58:02 AM
From: slacker711  Read Replies (1) of 196851
 
Perhaps they've become more optimistic but you might recall that back in September (per SSB) LG "thought that calendar 2006 {WCDMA] volumes would come in around 60 million units."

You are right, I had forgotten how pessimistic LG has been with the WCDMA projections. They are now up to >75 million but that still is far below Q's projection. We'll have to see if they update that with their year-end earnings call.

The part that surprises me is that I am fairly sure that Ericsson was more bullish than Q about WCDMA throughout '05. What changed?

Slacker
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News