Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 137.31

+0.7%

3:59 PM EST

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To: Valueman who wrote (35973)	7/19/1999 11:52:00 PM
From: DaveMG	Read Replies (2) of 152472

AS usual you make a good case. The market will likely pump up the volume. I'm really hoping that we'll see no more of these recurring "one-time" charges. Only fly in the ointment is that sequential rev growth is relatively anemic. Good thing S&P funds are going to shower us with cash because Q is going need it to ramp production.In the dark old days exploding revs provided great comfort because as we've now seen, with that kind of rev growth it's not so difficult to pull big EPS gains out of your hat. At this point I think it's fair to say that we've seen a good chunk of the likely margin expansion. Improvements from here on will likely be incremental in comparison. Handset production was apparently just shy of 600,000/month. Wasn't capacity at 650k/mo last year already? Dave

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