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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.43-0.5%11:48 AM EST

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To: Gregg Powers who wrote (12304)7/13/1998 12:02:00 PM
From: Jon Koplik   of 152472
 
Gregg - regarding your guidance on a little bit of arithmetic on Qualcomm's infrastructure business clearly (now) reaching "critical mass" -- I think this calls for "this sounds real important to me."

I think this (the reaching critical mass) will be another one of those things where, at some point in the future (when QCOM either reports earnings, or "guides" analysts' expectations of future earnings) QCOM "stuns" Wall Street, and everyone is muttering "who could have seen this coming?" -- people like you will just be thinking "who could have MISSED this, when it was so obvious?"

Jon.
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