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

To: Kayaker who wrote (26940)	9/20/2002 11:24:40 AM
From: slacker711	Respond to of 196393

So somewhere there will be a sequential quarterly drop that the market may not take too kindly. GS (below) thinks it will occur in March. I think it is pretty much an automatic that we are going to see a sequential decline during the March quarter. We would normally see it in the December quarter but the China ramp is putting it off for a quarter. Perhaps an Indian ramp during the March quarter will help smooth out the drop but the seasonality of the US and Latin American markets make some sort of drop inevitable. We should see less of this next year as China and India make up more of the total percentage of CDMA sales. Slacker