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khemara_qc

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khemara_qc

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Tuesday, 03/15/2005 8:59:08 AM

Tuesday, March 15, 2005 8:59:08 AM

Post# of 24710
Lehman Bros., Qualcomm, TiVo, and more

By Michael Baron
Last Updated: 3/15/2005 8:26:01 AM

Excerpt from the link:

http://www.investors.com/breakingnews.asp?journalid=26461115&brk=1

Qualcomm's (QCOM) management agrees with Deutsche Bank's view of an improving global CDMA market in India, Korea and China, although the timing of the recovery remains a second-quarter or third-quarter event, the broker told clients. Deutsche Bank said it has been hearing from its industry contacts that Qualcomm has accelerated its CDMA/WCDMA development programs. Regarding third-generation networks, the broker said Qualcomm remains well positioned with U.K. mobile phone operator Vodafone (VODVOD) and several of its suppliers.
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