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

To: Michael Allard who wrote (33979)	4/8/2003 3:28:56 PM
From: waitwatchwander	Read Replies (1) \| Respond to of 196562

Why is it so important to keep inventory levels depressed? Aren't we on the verge of numerous developing markets? Don't developing markets dictate growth in phone demand? Doesn't market demand drive the entry of new phone manufacturers? Doesn't the addition of new phone manufacturers dictate increased inventory levels? Why doesn't Nokia's desire to gain cdma market share carry any weight with respect to "the inventory story"? What's the other side of "the inventory story"? Will those legs be as strong as those we're seeing today? It all seems so ....

To: Michael Allard who wrote (33979)	4/9/2003 12:23:46 AM
From: slacker711	Read Replies (3) \| Respond to of 196562

Why don't you think 29 and 28 Million CDMA handsets were sold in last quarter (current quarter)? ARGH! I just did a breakdown of handset sales by region during the current quarter and lost it when my computer crashed. I really dont feel like retyping it right now, but when I went region by region (using what I felt were pretty optimistic numbers), I came up with 25 million units sold to end customers during this quarter....leaving an MSM overhang of 3 million units. I'll probably try and get a briefer version out tomorrow. Slacker