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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 182.40

+3.5%

Jan 6 3:59 PM EST

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To: Jon Koplik who wrote (31402)	1/20/2003 8:36:55 AM
From: Jeff Vayda	Read Replies (2) of 197105

Three Holiday Monday Morning Observations: 1) The market in India is screaming like a squadron of 747s in formation take-off. Similar noises have been heard from other markets (Korea, on occasion) and in other technologies. (After the camel's nose has entered the tent and announced there is a gorilla at the reins.) 2) Past history has shown Dr J et al, to be very observant and capable. I for one, believe that they have learned their lesson about 'forward guidance'. Years ago they were caught off guard by the Korean subsides and burned by the 'analysts' over reaction. Many things are beyond their control, but they can manage forward guidance to insulate the company from the short sighted swings caused by analysts' over reactions. They are holding in reserve order announcements so that they can even out the results over the year. 3) There is no way they would have plastered "The Best is Yet to Come." on the cover of the Annual Report with out some VERY STRONG support from the state of CMDA worldwide. Have a good one, Jeff Vayda

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