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

To: Maurice Winn who wrote (80923)	10/12/2008 10:53:16 AM
From: quartersawyer	1 Recommendation Read Replies (2) \| Respond to of 197283

All understood. But analogies aside, many many current subscribers who might have been counted on to merrily upgrade will in fact not be replacing their handsets with more interesting ones any time soon. Not that the happy short seller actually has an inside track to distribution channels, but there's some common sense in the idea of increasing inventories. I think Paul's and your ideas of indispensibility are exaggerated when it comes to Q's bottom line. Sales in the immediate future will reflect at least as much of discretion as need. Long-long-term is something else, of course.....---->*