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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Copeland who wrote (51278)5/19/2000 2:06:00 PM
From: LBstocks  Respond to of 99985
 
ERICY doesn't sell CDMA handsets, so that should not be pushing QCOM down. General market conditions, China issue and the extent of QCOM's role in 3G are weighing on it, IMO.



To: Copeland who wrote (51278)5/20/2000 1:31:00 AM
From: marginmike  Respond to of 99985
 
copeland, Ericy doesnt make a CDMA phone, and their problems are a result of that fact. It has no impact on Q whom have already guided higher chip estimates. SSB just upped their estimates too. One has nothing to do with the other.


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