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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 (81063)	10/15/2008 5:10:13 PM
From: JeffreyHF	2 Recommendations Read Replies (1) \| Respond to of 197209

Upcoming guidance comparisons to historical performance should be favorable, because Nokia revs will now be included. Soon, China numbers will likewise be accretive from a zero base. India is about to auction, then build out, 3G spectrum, as well.Each element will serve up beats and increases, notwithstanding the global recession. The risk/reward is appealing here.

To: slacker711 who wrote (81063)	10/15/2008 5:55:51 PM
From: ggamer	Read Replies (2) \| Respond to of 197209

However, it is very easy for consumers in developed countries to put off buying replacement devices for another six months 1) Only if your phone did not go for a swim in the ocean or toilet or you did not drop your phone from a building. 2) Only if the phone is functioning 3) One main reasons why people are replacing cell phones like crazy is that the consumer is assuming that they are getting the phones for free and they forget about paying for it with their monthly service. This is the main reason why phone sales have been so strong. I hope that this system stays alive during a big downturn. Also, if Google start proving free phone service for customers who are willing to listen/view a short ad, than I would even consider getting phones for my 5 and 6 year olds.

To: slacker711 who wrote (81063)	10/15/2008 10:06:10 PM
From: carranza2	Read Replies (1) \| Respond to of 197209

I think that they are discounting much more than is likely to occur now that a system wide meltdown seems to be off the table. Check this. Cash hoarding is still the norm, only very slightly reduced. ft.com Out of the 'systemic' woods? Probably. But into the blackness of slow growth, unemployment, probable high interest rates, huge deficits, inflation, etc., all of which will inevitably affect Q. I think that was what today's downdraft was all about.