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Technology Stocks : The New QUALCOMM - Coming Into Buy Range
QCOM 168.060.0%3:59 PM EST

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To: Jim Mullens who wrote (5181)5/8/2009 12:22:11 PM
From: slacker7111 Recommendation  Read Replies (1) of 9129
 
A 5 year WCDMA unit CAGR of 22.4% (even w/ Modoff’s significantly reduced forecast)

Units is better than your previous use of subscribers, but all I can say is revenue, revenue, revenue. That is the metric that matters.

the macro economic / equity market doldrums have caused your “glass half full” attitude,

Or maybe, the wireless market has matured to the point that I thought it would when I initially started investing. It happens to every industry, the only question for investors is when. The PC industry still delivers some great new innovation, but that hasnt stopped total revenue from declining.

Slacker
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