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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (125135)	11/7/2002 5:03:04 PM
From: carranza2	Read Replies (2) \| Respond to of 152472

Qv's concern may be well founded as it appears that there was a slowdown in the shipment of CSMs, a neat metric for future growth. From the press release: Shipped CSM infrastructure chips to support more than 2.5 million equivalent voice channels compared to approximately 4 million equivalent voice channels in both the year ago quarter and the third quarter of fiscal 2002.

To: slacker711 who wrote (125135)	11/7/2002 5:06:57 PM
From: qveauriche	Read Replies (1) \| Respond to of 152472

Maybe I'm too much of a homer, but if Nokia and QCOM were auto companies the proper comparison would be Porsche to Yugo when it comes to making 1X chips. i don't really know why they ever have to have more than 5% of that market. The full year estimate is a precipitous dropoff from next quarter estimates, which for Q is already based on post holiday sales. This Q would have been the holiday buildup. What about Reliance's ramp? What about PCS and Verizon ramps? Hard to believe China is already tapped out. If so why did we go to so much trouble? Something is very wrong here, seems to me.