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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 (45722)	5/5/2005 8:44:53 PM
From: kech	Respond to of 196978

Based on current valuation parameters, in order to become more positive on the stock we would need to see earnings risk contract and the probability of sustainable positive earnings revisions move much higher. I don't see Lou even giving them credit for an upward hockey stick likely to hit 6 months from now. He seems even more skeptical of when it would happen. One thing that increased visibility for me is all the Samsung phones announced with the MSM 6250 chipset. Preliminary reviews of these look good but the phones won't be commercially available until June. Something to keep an eye out for. Z130 Z140 Z300 Z500 Z700 Also the LG U8200 and the BenQ X4.