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


To: slacker711 who wrote (48020)10/25/2005 9:51:01 PM
From: carranza2  Read Replies (2) | Respond to of 196545
 
Yowza.....Q's earnings forecast at the call this quarter should be something.

One question.

Why aren't you watching the game?



To: slacker711 who wrote (48020)1/24/2006 8:08:22 PM
From: slacker711  Read Replies (3) | Respond to of 196545
 
Some comments from the RFMD CC....

- They see the WCDMA market as being a bit under 50 million units and think it will "double or a bit more" to 110 million to 120 million units.

- WCDMA at 6% of revenue (same as last quarter) and CDMA at 9%.

- They are concentrating on bringing out a HSDPA solution in the second half of next year.

- They see stregth in CDMA including at their largest customer (Nokia). They are gaining market share so it is tough to tell if this is reflective of a broader market strength.

Slacker