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


To: gdichaz who wrote (92944)1/30/2001 10:28:15 AM
From: Labrador  Read Replies (1) | Respond to of 152472
 
Is there a perception that worldwide CDMA sales' growth rate will also slow? And NOK's deferment/delay of implementing GPRS sure doesn't help towards 3G implementation and those ramping up QCOM royalties.

I would suspect that CMDA growth is also slowing, but really cannot point to anything to confirm.



To: gdichaz who wrote (92944)1/30/2001 10:33:08 AM
From: foundation  Read Replies (1) | Respond to of 152472
 
Morning Chaz,

I think Q is down today because it's ramped - what - about 15 points in 3 days?

NOK news this morning was an appropriate signal for momentum traders to take some profits.

I think Q is acting differently.

Previously, if NOK had projected a drop in handset sales, and especially in light of Q perceived status as a far more "speculative" stock than NOK - Q would be down 10 points today - and probably down more than NOK.

During NOK's last "warning", Q in fact did drop more than NOK on NOK's own news.

ben