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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.01-0.3%3:59 PM EST

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From: slacker7118/15/2008 8:48:45 AM
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If anybody has 8 and a half hours to kill, this investor presentation from Ericsson looks pretty informative.

phx.corporate-ir.net

For those who dont, the investor presentation is definitely worth looking at....there explanation on why the explosion in data traffic hasnt yet increased base station sales looks like a CDMA sales job from Q (starting on page 48).

media.corporate-ir.net

Something else to note, Ericsson is going hard after the embedded module market. Gobi isnt going to be alone....

Slacker
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