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


To: limtex who wrote (36807)9/4/2003 5:01:37 PM
From: Cooters  Respond to of 196412
 
$1.42 this year and $1.38 next year?

I've always thought that $1.38 number is really bearish on WCDMA and factors in very little (positive) from the CDMA2000 side. We'll see for FY2004.

For FY2005, QCOM was fairly specific today about when WCDMA will "take off", and what they expect to garner in chipset market share. IMO, a 2006 LEAP on QCOM looks cheap, but they have a way of getting cheaper after I start buying them<ng>

Cooters