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To: marginmike who wrote (36466)4/18/2002 11:56:56 AM
From: The Verve  Respond to of 209892
 
PCS/KDDI/KOREA have all stated invcreased outlook for subscribers

Europe/Cingular/ATT all are GSM and all are saying weak growth

China CDMA added 1 million subs, from a base of 450,000 that alone is 50% growth.

NOK has failed in its biz plan by trying to fight against Qcom and CDMA2000, they have no viable 2.5 g phones and their CDMA products suck. Qcom has already stated that biz is good this quarter.


Yawn. None of this is any reason to INVEST in Qcom, is it? I can poke holes in these arguments if I wanted to, but I won't since we're friends and you have underworld connections I don't want to someday meet. -g

You're trading Q right? And if so, I was just commenting on going long when the winds of sentiment in the sector are clearly blowing the other way.