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

To: Dennis Roth who wrote (19738)	3/1/2002 8:00:51 AM
From: Dennis Roth	Read Replies (2) \| Respond to of 196691

COM DEV International Q1 Isn't Pretty -- To make matters confusing for investors, one analyst has hiked his rating to 'outperform' with a target price of C$4.25, another has dropped his rating from 'buy' to 'hold' and lowered his price target from C$5 to C$3 library.northernlight.com Excerpt:Wireless analyst Rob Millham at Research Capital doesn't agree with Sharma's thesis on COM DEV International. This morning, he dropped his rating on the stock from a 'Buy' to a 'Hold' and cut his 12-month price target from C$5 to C$3. "Although we feel the Space division alone justifies the current share price, we fear COM DEV may be going down another failed path in diversifying its business." He said although the company's 3G venture with SK Telecom may ultimately be a positive step, it's going to cost COM DEV a lot of money to make it work. "Is that market worth betting over C$60 million, which is approximately what will have to be be spent on M/ERGY by the end of this year to address this opportunity? Even if the company can achieve a net margin of 15%, it will need C$400 million in sales just to recoup its investment, disregarding the time value and opportunity cost." --- I guess some analysts don't get excited about CDMA 2000 1xEV-DO. DPR

To: Dennis Roth who wrote (19738)	3/1/2002 8:18:37 AM
From: Dennis Roth	Respond to of 196691

China Mobile Communications Market Situation to Change library.northernlight.com Story Filed: Friday, March 01, 2002 6:10 AM EST CHINA, Mar 01, 2002 (AsiaPort via COMTEX) -- At present China succeeds in excogitating 3G mobile communications system. Insiders think that China has mastered 3G mobile communications technology basically and has made great progress in core technology. It will change the domestic mobile communications market situation of China thoroughly. "China 3G Mobile Communications System Research & Development Project" has passed the examination organized by authorized experts. Experts express that the project has realized 3 fixed targets through 3-year efforts. Firstly China succeeds in developing the applied spot testing system matching the demand of China market. Secondly the project forms a whole set of standard solutions of 3G mobile communication system. Thirdly the project forms nearly 100 state invention patents and international invention patents. It's reported the 1st phase and 2nd phase of the project have been finished successfully. The highest transmission speed can reach 144Kbps-384Kbps. It can realize multimedia wireless communications stably. The project will enter the 3rd phase in the near future. From China Computer World, Page 1, Wednesday, February 27, 2002 info@AsiaPort.Com