SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Wyätt Gwyön who wrote (119234)5/23/2002 8:46:47 AM
From: limtex  Read Replies (1) | Respond to of 152472
 
MM - Well we all agree that we'd like to see the US carriers deploying 1X aggresively. Guess there is much reduced visibility all the way out till the 15th July.

This 'reduced visibility' of course has to ignore any 'increased visibility' from Japan which Soundview appears to have not noticed is actually more important than the US since it is the first Big Country that has deployed 1X and also against a competitive 3G system. Any repeat of last months figures and Soundview will need to have their eyesight fixed.

Best,

L



To: Wyätt Gwyön who wrote (119234)5/24/2002 10:47:46 PM
From: Art Bechhoefer  Read Replies (2) | Respond to of 152472
 
>>Qualcomm price target lowered on reduced visibility at Soundview<< They must not have attended the analyst conference on May 22. If they did have someone there, he must have been an idiot. No reasonably intelligent person who attended that conference could have come away with anything but VERY positive thoughts.

Art