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


To: nbfm who wrote (6409)1/23/2001 10:49:47 AM
From: laodeng  Read Replies (1) | Respond to of 197111
 
nbfm, thanks for post on voxx.

Voxx's guidance lower partly due to their automotive lines which understandably will be much lower.

On the wireless side, I see very good news for Qualcomm. Total digital(cmda+gsm) is at 85%(15% analog, I assume). Forward looking, cdma alone will be 88%. The big slowdown comes more from GSM rather than cdma unless voxx intends to shift their business all focus on cdma(which is a good news to Qualcomm too).