Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: KyrosL who wrote (37093)	7/24/1999 8:52:00 AM
From: JohnG	Read Replies (1) of 152472

Kryosy. A good boint on G. At the conference call, it was stated that all or much (I don't recall which) of the Q current recievables for G gateways had beev reclassified as long term. I seem to recall a number like $400MM. Now that IRID has failed, all eyes are on G. If G appears to get off to a shaky start in Sept thru Feb, Q stock prices will suffer, at lease in the short term. Information to analyze G* is closely held and secret. We know it is intuatively a much better business model than IRID--but is it good enough--and exactly what are Q's commitments? In this, I believe there is a postive. I believe Bernie of Loral is in high standing in China. I believe he has given Dr. Jacobs, self made man, genius, conquorer of worlds of hagfish, the most totally glowing personal recommendation in all of history. I believe this counts big time in China and thus ERICY is forced to fall in line. I would not be at all supprised to see sons fo high Chinese officials staying with QCOM execs while they live in or attend school in the US. JohnG

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