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To: Lizzie Tudor who wrote (13135)7/26/2002 5:05:09 PM
From: 16yearcycle  Respond to of 57684
 
Thank, L. It had been very strong going into the report too, so we will see. I don't doubt it runs to 32-25 quickly if the nasdaq market turns.

But more so that ORCL, this report was earth shaking. The chip set sales were really great. 50% growth in 2 years!!QCom has been making claims for years that MANY folks still don't believe. Qcom's overly postive rhetoric has made many investors hate the company, frankly. But one hill after another is being conquered. Nok still can't make a decent advanced chipset. They continue to have recall problems, although I haven't read about handsets catching on fire for a few months now.
Ericy is falling apart. Mot too. It as if Qcom keeps holding their own and now the competition is imploding. Who realistically is going to make competing chips and/or pay fewer royalties? Everyone else is toast.