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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Softechie who wrote (81895)6/20/2002 7:26:11 AM
From: Softechie  Read Replies (1) | Respond to of 99280
 
QCOM Qualcomm estimates too high -- Deutsche (28.13)
Following bus tour yesterday in San Diego and ensuing channel checks, Deutsche Bank remains comfortable with its view regarding CDMA handset volumes in 2002 and the near-term challenges facing certain CDMA mkts. While QCOM remains firm's favorite long-term stk in its universe, it believes FY02/FY03 consensus expectations are too high.