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

To: Eric L who wrote (23073)	5/28/2002 11:22:06 AM
From: David E. Taylor	Read Replies (2) \| Respond to of 196796

Eric: I agree with you on this. If the subs number does in fact hit 170 million by year end, there will be a lot more than 81 million handsets sold this year. Conversely, if there are only 81 million handsets sold this year, there will be a lot less than 170 million subs by year end. David T.

To: Eric L who wrote (23073)	5/28/2002 6:31:45 PM
From: Art Bechhoefer	Respond to of 196796

Re: Forecast for new subs and handsets. QUALCOMM emphasized that the number of people upgrading their existing equipment is being underestimated. Thus, you could have a large number of new handsets with a smaller than anticipated number of new subscribers. A lot will depend on how fast the implementation of CDMA goes in China and India. I think the forecasts that QUALCOMM provided (based on estimates from other groups in the industry) is reasonable and achievable, even in the current state of international unrest. Art