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

To: Ramsey Su who wrote (26423)	9/4/2002 10:41:50 PM
From: kech	Read Replies (1) \| Respond to of 197124

The analyst seemed to be aware of the difference between listing and parent company since a lot of his story had to do with CAPEX. He talked about the CDMA and GSM side and CAPEX associated with each. Since parent is largely funding the CDMA side and listing is leasing the CDMA network he clearly recognized distinction. I got the feeling he was just being conservative since they are trying to get Investment Banking business and don't want to set sights too high, kind of like Qualcomm. I thought he was just being conservative but it is possible he meant just the listing for subscribers of CDMA. If they get 7 million it will cause some indigestion from Brian Modoff at DeutcheBank as well as some other analysts at UBS and Credit Suisse since then Q will meet its 82-85 million CDMA sales this year. What a chuckle to see Maurice and you (and me) on the thread tonight. Kind of like old times - nobody cares about qualcomm anymore except the crazies.

To: Ramsey Su who wrote (26423)	9/5/2002 4:17:36 AM
From: Peter Ecclesine	Respond to of 197124

Hi Ramsey, NTT DoCoMo says likely to lower 3G target Thursday September 5, 3:49 am ET biz.yahoo.com TOKYO, Sept 5 (Reuters) - Japan's top wireless carrier, NTT DoCoMo Inc, said on Thursday it is likely to lower its third-generation (3G) subscriber target for the business year to next March because of sluggish uptake in the first half. DoCoMo had said it aimed to sign up 1.38 million 3G subscribers by March, but it has so far met with tepid demand because of limited service areas and relatively expensive handsets with a short battery life. As of the end of July, 127,400 people had signed up for DoCoMo's 3G service, which offers face-to-face communication and faster data transmission speeds. "We will review the target after the first half of the business year is over," DoCoMo President Keiji Tachikawa told a regular news conference. "Having seen the progress so far, we feel that we have to lower our target." Tachikawa said DoCoMo would unveil its new 3G target in November, when it is expected to announce its interim earnings. On Thursday, shares of DoCoMo closed up 3.88 percent at 241,000 yen, while the Nikkei average (^N225 - News) rose 1.62 percent.