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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 (25002)	7/26/2002 8:59:14 PM
From: A.L. Reagan	Respond to of 196402

He advises that Verizon Express isn't being pushed much at store level [snip] He expects a 1xRTT push to start just before Thanksgiving, but could not (not would not) provide a lot of detail. This scenario is probably part of the analyst "inventory issue" - that all manner of MSM 1X chips are going into the pipeline, the boa constrictor has a huge lump in it, and not much has come out the other end. Working through such a big meal, how soon will the boa need to feed again? This isn't different from any other significant new product introduction, and one would assume that QCOM has a longer-range sales planning forecast that anticipates this. Plus, I think the "inventory glut" analyst view has a bit of US-centric myopia to it. But, there's some grains of truth to be sifted through.