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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 (82692)	1/21/2009 2:06:08 AM
From: DanD	Respond to of 196972

First Jacobs said there was inventory contraction in Oct/Nov then he said "We are seeing 25% growth in handset shipments for this year from last year." I don't know if it constitutes guidance but it sounds like a strong statement of current affairs to me. Dan D.

To: kech who wrote (82692)	1/21/2009 9:29:13 AM
From: Jim Mullens	1 Recommendation Respond to of 196972

Ketch, re: Paul / CNBC - 25% handset growth, and >>> “ Does this constitute an increase in guidance?” Nope- Q’s original CY09 guidance was for 25% handset growth- 480M to 600M (MP) Repeat of yesterday’s post>>>>> Re: newswire quoting 25% handset growth- Paul was specifically refering to QCOM's handset growth targets-- 3G -- transition of 2G to 3G. IOWs- CDMA2x + 3GSM (WCDMA/UMTS) I should add that perhaps Maria B, and others, might question the 25% handset growth metric when the concensus is drastically different--- showing negative growth. Hopefully the 25% growth metric will cause some heads to turn--- and ask how could this be possible? - Hopefully- the financial media will finally take notice, spend some time to delve into the unique QCOM story, and finally realize it’s not you’re run of the mill wireless outfit.