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


To: kech who wrote (80925)10/12/2008 11:17:58 AM
From: quartersawyer  Respond to of 197297
 
Kech, maybe me too. It depends mostly on whether Bill Keitel was even more conservative than usual for end of year. Could be... to me, his numbers looked pretty weak, but he surely didn't know all this was coming. Global sales will be reduced relative to normal times. It's not going to show up right now, but guidance will be lowered unless they can build in new China numbers. But it seems early for that. And the stock price is low already. So I think the short-seller is probably wrong, but that wasn't the point.