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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (77312)	7/20/2000 10:33:16 AM
From: slacker711	Read Replies (1) \| Respond to of 152472

My apologies Steve....I need to learn to read. You wrote that CSM orders were going to be strong in Q4. Now I remember that there was a distintion made between order growth and shipment growth during the CC. The increase in orders during the next quarter should lead to a strong 1Q 2001. I would assume that next year should be good for CSM shipments as the US/Japanese operators transition to 1xrtt. Another interesting point is that it seems like Q is not expecting much ASP decline in MSM chipsets during '01. This could potentially lead to a resumption of +40% growth next year.....without counting on any W-CDMA sales. Slacker