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 Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: mightylakers who wrote (94195)	2/22/2001 10:52:29 AM
From: slacker711	Read Replies (1) \| Respond to of 152472

As a matter of fact Kyo warned GSM sale and raise the CDMA prospect. But no matter, they will just throw everything out of the window. It seemed like they were reiterating their expectations at 15m units for the year. This is not a cause for celebration. The two dominant markets for Kyocera are the US and Japan which also happen to be Qualcomm's two strongest markets currently. A 25% growth rate in these markets is not going to cut it. Both of these markets need growth rates in excess of 50% to compensate for the stagnation in the Korean market....at least if we plan on making 90m units without significant sales in China. BTW....very nice find on the Nextel site. The combination of Nextel and China coming on-line would provide a significant boost next year. Slacker

To: mightylakers who wrote (94195)	2/22/2001 10:54:16 AM
From: Sawtooth	Respond to of 152472

<<Do I smell the bottom here?>> The bottom is like flatulence. There's that first, attention-getting whiff. Then a rather unpleasant aroma pervades the area. Finally, what has taken place is obvious but it's really too late to do anything about it. I think we're in the same room. ; ) .......VVVVVVVVVVV