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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 (5911)2/12/2010 11:08:22 AM
From: ryhack6 Recommendations  Read Replies (1) | Respond to of 9129
 
Art,

No, I recall Bill Keitel discussing the relative mix between data dongles/Gobi devices and regular handsets. I think that it was in response to an analyst's question rather than in his prepared remarks. But, in the wake of Paul Jacob's explanation yesterday, Keitel's discussion seemed to tiptoe about the issue rather than get it out in the open. In other words, if he had said what Paul said yesterday in a prominent manner, it probably would have been more helpful to the stock price post-report. Ryhack



To: Art Bechhoefer who wrote (5911)2/12/2010 11:30:16 AM
From: lml  Respond to of 9129
 
No, Art. I recall mention of the USB modems in a list of reasons (i.e. excuses) for the drop in ASP.


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