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

To: 100cfm who wrote (45716)	5/5/2005 7:15:44 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 196977

100cfm, Re: the "dud" One might get that impression, but it wasn't mine :>))). How 'bout you, were your able to find the 5 hours to listen? I'm finding it very difficult to listen intently, take notes, and do screen prints of the charts onto MS word. Wish the PDF charts were available before the presentations, but its common practice not to produce charts before the live briefing. Now must find another 5 -10 hours to re-listen and let the details sink-in.

To: 100cfm who wrote (45716)	5/5/2005 8:30:54 PM
From: kech	Read Replies (1) \| Respond to of 196977

Great stuff in the analyst meeting, but as always it is 6 months away.

To: 100cfm who wrote (45716)	5/5/2005 8:55:10 PM
From: Cooters	Read Replies (2) \| Respond to of 196977

I take it the meeting was a dud based on the lack of reviews on the thread and the closing price. Dud. You know those little Post-It Notes about the size of a large postage stamp? My notes of significance are on one. I have WCDMA chipset customers now up to 30 with 16 announced, and a comment from Sanjay they expect DO chipsets to double this year to 20M. Next year looks great though.

To: 100cfm who wrote (45716)	5/7/2005 10:41:35 AM
From: Jim Mullens	Read Replies (2) \| Respond to of 196977

100cfm, Believe it or NOT, there’s actually some good news out there about Qualcomm / CDMA- Snips>>> “In a bid to expand market share, telecom service provider Reliance Infocomm will slash mobile handset prices by half to cost less than Rs.1,500”. “Reliance, which offers CDMA (Code Division Multiple Access)-based telecom services, feels the move would drive its growth by 10-fold from the current subscriber base of 10.2 million to 100 million in the next 3 years.” Currency Conversion Results Symbol Indian Rupee Exchange Rate U.S. Dollar INRUSD=X 1500 May 6 0.02303 34.53834 ....... economictimes.indiatimes.com Reliance phones to come at less than Rs 1,500 IANS [ FRIDAY, MAY 06, 2005 07:35:28 PM] Sign in to earn Indiatimes points NEW DELHI: In a bid to expand market share, telecom service provider Reliance Infocomm will slash mobile handset prices by half to cost less than Rs.1,500. "The company is poised to slash handset prices by over 50 percent in the next three months," a senior Reliance Infocomm official said. "Higher handset prices are a major deterrent for growth in a price-sensitive market like India. Talks are on with handset vendors for bringing down the price to Rs.1,300," the official said. In February, Motorola, the US handset maker, had announced plans to sell $30 phones in developing countries, including India. The official, however, did not confirm whether Reliance was in talks with Motorola. Reliance, which offers CDMA (Code Division Multiple Access)-based telecom services, feels the move would drive its growth by 10-fold from the current subscriber base of 10.2 million to 100 million in the next 3 years. India's total telephone subscriber based crossed the 100 million mark last month.