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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 (78301)7/4/2008 3:53:24 PM
From: Jim Mullens  Read Replies (2) | Respond to of 197015
 
Slacker, re; "

With respect to Q's total addressable market, the key question is the growth of overall handset revenues. I believe that the current estimates are that the market will be flat YoY in dollar terms and that is even with all of the buzz about smartphones. "

Posting from lax awaiting plane tire change.

The Q's part of the handset mkt fortunately is the sweet spot- 3G, smart phones & not GSM /2G, nor "...overall handset revenues".