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Technology Stocks : The New QUALCOMM - Coming Into Buy Range -- Ignore unavailable to you. Want to Upgrade?

To: Art Bechhoefer who wrote (5898)	2/11/2010 6:18:53 PM
From: scots40	1 Recommendation Read Replies (1) \| Respond to of 9129

Was the USB modem issue mentioned during the last CC? If so, it wasn't emphasized enough.

To: Art Bechhoefer who wrote (5898)	2/11/2010 7:20:24 PM
From: lml	1 Recommendation Read Replies (2) \| Respond to of 9129

If the drop in ASP is, in-fact principally due, in-part, to sale of low-priced USB modems, then QCOM's treasury should have been buying back its stock big time the last couple weeks, in particular the last few days. What PJ essentially conveyed to the market today is that a misperception in the market speared by the analyst community. Issue is how the market reacts to Paul's statement tomorrow, & whether he can measured or evaluated by overall market action.