Zeev's Turnips Patch-No Politics (ZEEV)

[wstera2]

10:14 ET Qualcomm gives upbeat presentation at Solly conference (QCOM) 27.35 +0.46: We are hearing that QCOM gave a positive presentation at Salomon Smith Barney's tech conference this morning; co reaffirmed their forecast for 80-85 mln chipsets this year, which is above Street ests, and said next qtr may not be seasonally weak; also, speculation among traders today that Samsung is going to make their own 1x chipsets is nothing new.