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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: slacker711 who wrote (48020)	1/24/2006 8:08:22 PM
From: slacker711	Read Replies (3) of 196562

Some comments from the RFMD CC.... - They see the WCDMA market as being a bit under 50 million units and think it will "double or a bit more" to 110 million to 120 million units. - WCDMA at 6% of revenue (same as last quarter) and CDMA at 9%. - They are concentrating on bringing out a HSDPA solution in the second half of next year. - They see stregth in CDMA including at their largest customer (Nokia). They are gaining market share so it is tough to tell if this is reflective of a broader market strength. Slacker

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