Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.76

+0.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: GO*QCOM who wrote (5922)	12/3/1997 11:57:00 AM
From: Caxton Rhodes	Read Replies (2) of 152472

The BofA RS&Co downgrade of Ericy focused on handset margin decreases due to increased competition and slowed subscriber growth rates. They mention the credible showings in the handset market by qcom, phillips, sony and talk about the Koreans intent on becoming significant suppliers. The Korean Ministry of telecom estimates the Koreans will produce 9M phone in 2001, 5M will be for export. RS&Co estimates 450M digital subs by 2001 estimates for digital phone sales (in millions of phones) are: 1997 1998 2001 103 131 260 They point out the important of tie handset manufacturer sales to subscriber growth of which estimates vary significantly. Weakness in asian growth will have have an obvious impact. Caxton

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next