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

To: slacker711 who wrote (11395)	6/7/2001 9:59:44 AM
From: slacker711	Read Replies (2) \| Respond to of 196710

The final piece of the puzzle for May.... radioshackcorporation.com RadioShack reported that wireless units were up mid-teens YoY for the month of May. The Communication segment of the business had low double digit gains in revenue....however, wireless (which makes up most of the Communication division) significantly outperformed the rest of the Communication division (the rest was flat). The trends in wireless had become more encouraging and were expected to continue into the month of June. One caveat to this great news (and it is great)....RadioShack launched their first sales of Verizon during the month of May. So the comparisions might be a little skewed....and some of the increase in sales might be cannibalization of sales that would otherwise have gone to other Verizon outlets. However, I think that when you combine the above results with the results out of Japan and Korea....it sets Qualcomm up for a great quarter (either this one or the next). Slacker

To: slacker711 who wrote (11395)	6/7/2001 12:25:41 PM
From: grinder965	Respond to of 196710

slacker, New subs not bad considering May is typically a weak month for new adds. One trend that is pretty obvious in the numbers is that KDDI continues to gain new cdmaOne subs at a faster rate relative to Docomo. This month, KDDI's new subs for cdmaOne was equal to 85.4% of the new adds for Docomo....best ever I believe. Of course much of this has to do with converting PDC subs over to cdmaOne. Based on the anectodal evidence out there in conjunction with other hard data obtained, it is pretty clear that the number of new subs for cdma relative to its existing base is doing OK whereas I don't believe the same can be said for the gsm/tdma camps. Remove China from the equation and gsm has slowed dramatically.