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

To: Mike Buckley who wrote (23075)	5/28/2002 7:01:02 PM
From: Art Bechhoefer	Respond to of 196804

Mike, regarding subscriber growth projections, it seemed to me that there was an assumption that markets would be maturing, so that later on the growth rate would be lower than earlier. A lot of the growth depends on what happens in India and China, and QCOM officials noted that both would not be growing substantially until later this year or next year. As for a driver for subscribers, it's the technology itself, and the fact that for many people a fully enabled cell phone would substitute for many of the applications that currently depend on computers. Art