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

To: Jim Mullens who wrote (31309)	1/16/2003 10:00:11 PM
From: cfoe	Respond to of 197203

These are some possibilities for the apparent drop-off in [Sansung's] remaining three quarters. Reading your post I thought of another possibility. That Samsung is low-balling the rest of the year to keep their numbers in line with QCOM's forecast. Why should they go out on a limb with a more robust CDMA forecast if the company they are joined at the hip with in CDMA is keeping their forecasts low. Of course, this may all change on QCOM's call next week.

To: Jim Mullens who wrote (31309)	1/16/2003 10:02:33 PM
From: Randall Knight	Read Replies (1) \| Respond to of 197203

The conservative estimates on CDMA handset sales for the second half of the year must be due to the uncertainty over India. I've been reading every post regarding the Reliance, et al, CDMA WLL roll outs. So far, everything has been hype. No real numbers yet. I'm confident that CDMA WLL will be hugely successful in India but the fact remains that until we see actual numbers, everything is a risk. Why would any CDMA supplier be it QCOM or Samsung put themselves at risk of a lawsuit by predicting great things out of India? Does anyone know when we will hear actual subscriber numbers out of India? In the GSM market, things are much more predictable due to its maturity. What I'm most interested in right now is the mysterious GSM provider who has signed the MOU to trial GSM 1x. Why is this announcement taking so long?