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

To: Jim Mullens who wrote (45747)	5/7/2005 5:25:21 PM
From: 100cfm	Read Replies (1) \| Respond to of 196977

Jim That is GOOD news! That's 30M new subs per year and is what a country with India's potential should be doing for the CDMA team. This will in turn make TATA do the same which will further increase sub growth. Now to get some news like that out of China and Europe would send Q and it's stock on their way. It was getting to seem that GSM would remain champ way too long. And Q's downward revisions and lack of WCDMA sales was sort of confirming that. Cingular will be our Reliance in the U.S. and will drive growth. 3 is trying hard in the EU but I'm not sure they can drive the market all on their own. Although carphone Chairman thinks they will run away with the market in the second half. Hope he's right. Second half begins in less than 30 days. Lot of pressure on the second half, hope it can handle it.

To: Jim Mullens who wrote (45747)	5/7/2005 6:52:41 PM
From: Cooters	Respond to of 196977

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 is one potential source of upside from current guidance, another is Brazil. If you listened to Jeff's part of the presentation he highlighted how Brazil's carriers had shifted their focus from growth to profitability some time ago and he has recently seen signs the emphasis has shifted back to growth. Both of these would be CDMA2K surprises, the WCDMA surprises are a little harder to envision.....in the near term. Cooters