Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 156.34

+1.4%

Jan 21 3:59 PM EST

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To: Clarksterh who wrote (28491)	4/28/1999 9:09:00 AM
From: DaveMG	Read Replies (2) of 152472

Hi there fellow whiner, The only downside to last earnings report - 1) Qualcomm reported only a 25% growth in communications systems revenues. Nokia, in contrast had a 60% revenue growth. What's up? Is there some part of communications systems that is dragging down the performance? Certainly ASICs and handsets are both growing at very good unit levels and with increasing margins. I'm sure you thought of this but wouldn't the lack of infrastructure sales and the reduction in handset prices account for the slow rev growth? And now the usual questions.I realized that what I said the other day about ATT going with the the DS mode might be impossible because the spectrum won't be available. Is that right? And is there some important discrete technical significance in these labels.. direct sequence and spread spectrum? Dave

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