Replies to post #13281 on Qualcomm Inc (QCOM)

[JBCuda]

Copying the post for those who could not see it...

Courtesy of herf2aces

09:26 QCOM Qualcomm: Outside of TXN, NOK may have to look for another CDMA 1xEV-DO source -- Amtech (38.11 )

Amtech continues to find evidence that TXN will be unable to deliver EV-DO revenue 0 or revenue A chipsets on a schedule close to when the market inflection point for units is likely to hit. As such, firm believes that NOK may be forced to look elsewhere or risk losing global phone market share. Firm thus believes that the chances for QCOM getting some business from the world's largest phone maker are increasing. Reiterates Buy on QCOM.