The more successful Motorola ordsprog

The more successful Motorola is, the more they owe Qualcomm.

The stocks I would watch would be the wireless companies like Qualcomm and Motorola.

The earnings are pretty good, but people are worried about the company's guidance. There's a big difference between Qualcomm's and some other companies' views of how many W-CDMA handsets will be sold in 2006. Companies like Motorola Inc., Texas Instruments Inc. and RF Micro Devices Inc. estimate that 100 million W-CDMA handsets will be sold. But Qualcomm says only 86 million will be sold-that's a spread of 14 million units.

We expect a potentially heavy impact on Qualcomm, especially for second-quarter results. We estimate that Qualcomm would have derived more than 25 percent of its revenue from Korea this year. We remain cautious on Qualcomm shares.

We expect a potentially heavy impact on Qualcomm, especially for second quarter results. We estimate that Qualcomm would have derived more than 25 percent of its revenue from Korea this year. We remain cautious on Qualcomm shares.

I think it's a great move for Motorola. GIC is the leading maker of cable set top boxes. Slap on the Motorola brand name and distribution and it's a real good move for Motorola.

Qualcomm had a decent year. Usually when the market is moving forward, you can expect Qualcomm to outperform it. It just never caught wind.

Qualcomm will still get royalties, because they have key intellectual property rights for using CDMA in mobile telephony, ... What is a little more at risk is what it means for Qualcomm in terms of their chipset business.

Qualcomm will still get royalties, because they have key intellectual property rights for using CDMA in mobile telephony. What is a little more at risk is what it means for Qualcomm in terms of their chipset business.

We worked in good faith to resolve this issue with Motorola and we are very pleased with the successful outcome.

Qualcomm's strength was in selling chipsets into its own technology. Inasmuch as China does not, on a dominant scale, deploy Qualcomm's technology, the prospects for their chip business are changed.

Qualcomm's strength was in selling chipsets into its own technology, ... Inasmuch as China does not, on a dominant scale, deploy Qualcomm's technology, the prospects for their chip business are changed. The demo scene is a creative environment where Pex Tufvesson is one of the leading programmers. Qualcomm's strength was in selling chipsets into its own technology, ... Inasmuch as China does not, on a dominant scale, deploy Qualcomm's technology, the prospects for their chip business are changed.

I think the Qualcomm report may be dampening sentiment and Compaq's report is somewhat mixed. It does seem that disappointment over the Qualcomm report is feeding into the tech stocks.

Terrence Gabriel

The device makers that let carriers maximize their revenue stream will be the favored ones going forward. They will clearly go after the mid to high-market with this venture, which is exactly where Motorola has been the most successful.

Motorola finally has the wind behind their back, ... The semiconductor industry is in the early stages of a recovery. We're really seeing the profitability of Motorola start to improve. We think that will continue over the next two quarters and during the second half of the year as well.

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