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

To: John Biddle who wrote (33887)4/4/2003 8:12:31 AM
From: Michael Allard  Respond to of 197217
 
"Oversupply" - the dreaded words.

Fact: This article clearly speculates that manufacturers are producing more units than China needs. More units than QCOM's & Chinas estimate, meaning more royalties for QCOM than planned for 2003. Clearly Positive for QCOM's 2003 earnings.

Fiction: Analysts will harp on the "Oversupply" to indicate an inventory build up issue, that will clearly be negative for QCOM.



To: John Biddle who wrote (33887)4/4/2003 8:27:50 AM
From: quartersawyer  Read Replies (1) | Respond to of 197217
 
<China faces oversupply of CDMA handsets >

lowered cost of handset subsidization drives the market to long term success, no? The buttheads persistently see CDMA as pushed into a "niche". Faulty vision.


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