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

To: JohnG who wrote (33971)	4/8/2003 10:50:15 AM
From: slacker711	Respond to of 196562

Who else supplies the highly linear integrated power amps used for CDMA phones? What industry market share does RFMD controll? Anadigics is one....I believe that Hitachi is another. I dont think I have ever heard an estimate about their marketshare. FWIW....I still think that Q's FY estimates are doable. As they said many times during their CC, they were incorporating a weaker second half into their guidance. I just think that the upside (>$1.40) will be very hard to pull off now. They needed a huge launch by Reliance....unfortunately, the early rumours turned out to be false. Slacker