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

To: David E. Taylor who wrote (20150)	3/9/2002 10:05:29 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 196649

David, unless estimates have changed, I believe TC Robilard (sp?) of SSB, Tim Luke of Lehmans, Mark Roberts of Wachovia etc are all using the 4 million number for China this year. This should be just around 4 pennies to QCOM's earnings. That Pipar Jeffrey analyst who published a report a week or two ago obviously was using the high end of the estimate and is ill informed about the true progress in China right now. I was trying to state how conservatively everyone had been with the China CDMA efforts. Furthermore, there are bound to be a number of major decisions forthcoming from China this year. We can waste our time speculating now, or just wait a couple of months and see what evolves. Ramsey