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

To: Wyätt Gwyön who wrote (111164)	1/18/2002 6:23:11 PM
From: limtex	Respond to of 152472

Mucho - I don't see why you do't get the picture. Q's grwoth simply depends on getting 1X deployed around the World, then it gets royalties. Some of the products will be quite expensive and that should balance any reduction in ASPs especially when new goodies keep being released. The current problem is the market or rather the NAZ which has resumed its two year occassional pattern of dropping 3% or so a day. In the face of the collpase of yet another bear market rally and the collapse of the wireless stocks what can Q do especially if people seem to think that Q is going to do the now usual two-step of not warning about the qtr just gone but say something pretty nauseating about the ones to come. I assume that they would have warned if they were going to miss the qtr just ended even miss it by not very much. If and when one fine day 1X ever gets going in the US then the numbers will start to pick up and the rest of the World will follow suit. Your gloomy scenario aside from the general market conditions depends on Q failing to get 1X accepted and installed. Best, L