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

To: Art Bechhoefer who wrote (22979)5/24/2002 10:27:15 PM
From: kech  Respond to of 196826
 
Art - The slides are available at the Qualcomm web site in pdf format. It was a good slide, emphasizing the role of churn in overall handset demand to a much greater extent than I thought possible. Something Q has over MSFT. To my knowledge, people wouldn't throw their computers away after a month or two of use! Tom



To: Art Bechhoefer who wrote (22979)5/24/2002 11:07:45 PM
From: limtex  Read Replies (1) | Respond to of 196826
 
AB - this is the heart of the earnings growth. How can they predict those numbers with certianty when we are all still sitting and wating for the first major maunch of the 1X in July?

Talk about getting evryone salivating!!!

Best,

L


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