Silicon Investor (SI) -- The First Internet Community

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 Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: kech who wrote (716)	7/12/2000 9:18:44 AM
From: Valueman	Read Replies (2) \| Respond to of 197672

CSFB is Cabi--why bother listening to him? He is rarely correct. It amazes me how he tries to negate Q good news at every turn.

To: kech who wrote (716)	7/12/2000 2:41:18 PM
From: cfoe	Respond to of 197672

CSFB (isn't this CABI) is announcing a huge drop in Korean handset sales in the second half We have seen posts on this thread that do support the accuracy fo the above statement. With the handset subsidies ending, reported sales have declined. One of the more reliable analysts has already forecast a sequential decline in ASIC sales from Q3 to current Q4 of about 1.5 million ASICS. So above by CSFB is really "old" news. The question is are other buyers stepping up to the plate in this quarter. I have a sense (gut feel?) we may hear some evidence of this happening on the CC next week. It may not be enough yet to completely offset the immediate Korean drop, but enough to lend credence to Dr. IJ's comments to Bloomberg on Friday and in today's press release about the future.