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

To: Wyätt Gwyön who wrote (116812)	4/18/2002 7:39:22 AM
From: qveauriche	Read Replies (1) \| Respond to of 152472

KDDI announced overnight that it expects to have "at least" 280,000 subscribers to 1x after the first month. Nokia announces this morning it disappointing numbers. I am sure QCOM will take a dive today. But of these two events, which carries the greater significance for the prospects for QCOM? A powerful reaffirmation of 1x commercial appeal( they ain't giving them away over there, Mucho), or the fact that the world's largest manufacturer of legacy 2g handsets, and incidentally the world's most incompetent CDMA handset maker, is lowering guidance. Price action today is as irrelevant as it is predictable.

To: Wyätt Gwyön who wrote (116812)	4/18/2002 9:37:26 AM
From: Jon Koplik	Respond to of 152472

Mucho -- cheap handsets may mean : mortgage house, use proceeds to buy Leap Wireless shares. See : messages.yahoo.com and SI Leap Wireless thread for details. Jon. P.S. In case anyone out there depends on my predictions being correct -- I am not always correct !

To: Wyätt Gwyön who wrote (116812)	4/18/2002 10:43:58 AM
From: David E. Taylor	Read Replies (2) \| Respond to of 152472

Mucho: ... but these kinds of absurd bargains on phones point, it seems, to the desperate efforts of equipment makers to stimulate some kind of demand... I forgot which carriers you and robv got these cheap phones from, but what have you seen to support the notion that it is the equipment makers like NOK who are selling phones for $50 (or in robv's case, paying him to take their phone <g>), and not the carriers who are "desperate" to boost their subscriber adds? David T.