Marc Cabi Quotes

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.

- Marc Cabi

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Expect | Potentially | Heavy | Impact | Qualcomm |

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We believe there is upside to our estimates due to strong execution, overall strength in the devices segment and a relatively strong holiday selling season. - Marc Cabi

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. - Marc Cabi

During our visit with companies in Korea, each company acknowledged that June revenues for handsets dropped drastically, although they did not agree with the degree to which it dropped. - Marc Cabi