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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 (23107)	5/28/2002 5:51:18 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 196795

Eric: 42 million sub adds sounds aggressive to me as well, a lot depends on China, maybe India, KDDI, Verizon/Sprint attracting more than their past share of new subs, Verizon moving another chunk off analog, etc. OTOH, I do believe the replacement handset rate will be higher this year than the last two due to 1x, so as I said, I believe we could see upside (some, not a ton) to the 80-85 million handset sales. Here a lot depends on the good old USA roll out of 1x by Verizon/Sprint. David T.