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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: llwk7051@aol.com who wrote (30)7/22/1999 3:14:00 PM
From: Ramsey Su  Read Replies (3) | Respond to of 13582
 
Robert,

I actually thought the H&Q report was pretty informative, with projections that I have not seen before.

H&Q may be a little early on their projection of handset supply exceeding demand. However, it is something to watch down the road. Their report provided a good framework to watch subscription rate for each of the vendors.

Ramsey



To: llwk7051@aol.com who wrote (30)7/23/1999 2:37:00 AM
From: jpbrody  Respond to of 13582
 
You should compare the H&Q report with Tim Luke's (Lehman) report. This was done pre-earnings release, but he probably revised things upward after that.

He has reports on the entire industry at:
lehman.com

QCOM and Nokia are in this one:
lehman.com


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