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

To: slacker711 who wrote (130197)	7/16/2003 12:03:49 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

FWIW....the number that I would like to see to contradict Samsung/MOT's reports is Unicom's CDMA sub growth in June. Ramsey posted an article which stated that sub growth was averaging 30,000 new subs a day and then jumped to ~45,000 when pre-paid was launched in select cities. A number close to one million would at least show that end-user demand is going on schedule....even if the effects arent being seen yet by Q's customers. Slacker

To: slacker711 who wrote (130197)	7/16/2003 2:02:15 PM
From: DiB	Read Replies (1) \| Respond to of 152472

> I think that they are saying that sell-in to the channel went from 25 million in the 1st quarter to 20 million in the second quarter. Thanks for your clarification of what they are saying. <g> If I'm not mistaken, QCOM's management is on the record forecasting 23 mln for this quarter. Not 20, not 25, but 23. On July 24 (the morning after the earnings announcement), after they come in with this exact number, SG will no doubt spin it as a negative (that they hadn't made 25).