Sramana Mitra's commentary

Tuesday, October 2, 2007

As my coverage of QualComm picks up speed, Ms.Mitra has posted a commentary/analysis as a follow-up to my first three posts in the series. It is now on Seeking Alpha and can be accessed here. Our objective is to start a healthy debate on the topics while trying to understand the cellular/wireless industry better in the context of the high-adrenalin events surrounding the San-Diego based CDMA pioneer.

In the next couple of posts, I have a five-year analysis of the handset market share and revenue forecast enabling us to see a bigger picture about the lawsuits that are flying left, right and center.

Posted by Vijay Nagarajan at 9:11 PM  


Not only analyst are misleading, is consistently hyping up Qcom stock. Check all their articles about qcom last year.

Anonymous said...
October 5, 2007 at 7:04 AM  

Thanks for the lead. While some of the hype is justified due to the engineering excellence and the different outlook that QualComm brings to the semi-conductor business, the point is to be able to look at it in the context of industry happenings and relationships.

Vijay Nagarajan said...
October 5, 2007 at 6:59 PM  

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