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

QCOM 174.58

+0.2%

3:44 PM EST

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To: slacker711 who wrote (78301)	7/4/2008 3:53:24 PM
From: Jim Mullens	Read Replies (2) of 197016

Slacker, re; " With respect to Q's total addressable market, the key question is the growth of overall handset revenues. I believe that the current estimates are that the market will be flat YoY in dollar terms and that is even with all of the buzz about smartphones. " Posting from lax awaiting plane tire change. The Q's part of the handset mkt fortunately is the sweet spot- 3G, smart phones & not GSM /2G, nor "...overall handset revenues".

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