Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.67

+1.6%

Nov 12 3:59 PM EST

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To: manalagi who wrote (145362)	10/2/2006 2:49:44 PM
From: JeffreyHF	Read Replies (2) of 152472

Re: Cody Willard The stock dove in the Spring not due to generic semiconductor inventories (check the flow of MSM`s and CSM`s out of QCT), but rather to the Nokia licensing disclosure, ITC staff opinion, and the various antitrust and patent litigations. It is in a house of pain, but not primarily due to GSM (and eventually WCDMA) overlays. He ought to stick to what he knows, whatever that is.

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