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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: gdichaz who wrote (37096)7/24/1999 10:23:00 AM
From: JohnG  Read Replies (2) of 152472
 
Chaz. Haven't seen any efforts at fundamental analysis of G*. Bt, I haven't looked on the SU thread for one. Currently I am under the impression that G* performance data is closely guarded and that much of the data required to analyze it quantitatively is not available. Much more just has not developed.

As for 6%, that doesn't seem like a big position but I suppose that 6% represents paid in start up capital. Its size on Q's balance sheet is something we had best check out. Additionally are the $500MM LT receivables. Still, all of this is not to bad unless Q puts more cash into it ir has commitments to do so.

To me the large brick phones are a very important negative. They were not well received at IRID. Still, with G* useing CDMA, S/N should be much better and phones possibly smaller.
JohnG
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