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

To: carranza2 who wrote (117283)	4/24/2002 10:49:18 AM
From: slacker711	Read Replies (1) \| Respond to of 152472

I don't know. Dr. J. answered the last question of the CC by saying that his 04-05 estimates for UMTS in any substantial numbers were still in place. He said that even the more optimistic proponents of it were lengthening their own estimates. Well....I obviously respect IJ.'s opinion. OTOH....I sometimes wonder what the rest of Q's management thinks. I distinctly remember a presentation by Schrock (a couple of months after IJ's comments) where he stated that he expected W-CDMA to have commercial quantitites in the late '03 timeframe. He then added "or in '04" as almost an afterthought. I will simply say this....if Nokia and Motorola hit their targets for about 2 million total W-CDMA handsets this year, it should generate another 5 cents in earnings. This would come almost entirely in the second half of the CY. Slacker