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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 (49170)	12/10/2005 10:08:48 AM
From: Jim Mullens	Read Replies (1) \| Respond to of 196568

TMF snip Bernstein Sagawa 3G Growth and Royalty Rate Better than Most Suppose. Sagawa is a recent convert (has seen the light) !! Bernstein Research Call Date: 12/10/05 9:01 AM Author: JamesShepherd Number: 45881 Recommendations: 0 I have before me an eleven page research paper written by Paul Sagawa and dated December 9, 2005, titled "Qualcomm: Increased Guidance No Surprise; 3G Growth and Royalty Rate Better than Most Suppose; Outperform." Sanford C Bernstein & (Continued...) C2, I don't have full access, anything else we need to know from Paul? TIA- jim

To: Jim Mullens who wrote (49170)	12/10/2005 11:47:39 PM
From: BDAZZ	Respond to of 196568

>>Again, NOK and their supplier TXN are NOT “premiere” growth companies, not even growth companies IMO.<< Agree. With QCOM, the Koreans, and Japanese (among others) all focusing big resources on 3G dollars, pressure is being applied to TXN and NOK that in not present in their GSM dominance. Even with more overall subs entering the market these companies will have to scurry to just maintain. QCOM, GOOG, and EBAY are still looking at much larger markets opening for them in the next few years.