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

To: JeffreyHF who wrote (81064)	10/15/2008 5:22:37 PM
From: slacker711	2 Recommendations Read Replies (1) \| Respond to of 197271

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. Absolutely agree. There are a ton of factors going in Q's favor during '09....in addition to your list, I would add a likely substantial ramp at Motorola. All of that wouldnt mean much if we had some sort of Depression, but I think a recession is priced into the stock. From a company perspective, my chief worry had been the upcoming ITC decision on the '983 patent....but that is now off the table. Slacker