Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.05

+0.6%

3:59 PM EST

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To: MileHigh who wrote (39464)	9/2/1999 1:47:00 AM
From: Uncle Frank	Read Replies (2) of 152472

My response was made in all sincerity, MH. Gorillas can stumble, but if they are in a strong Tornado, the market won't punish them severely. CDMA adoption rate is the metric indicating the strength of Q's Tornado, and is much more significant than a temporary parts shortages, if one even exists. I am led to believe that saw filters may be a constraining component. As far as the handset business is concerned, this has been a point of debate for several months. The decision makers have to be Dr. Jacobs and his management team; I don't think we have enough data to understand their considerations. Fortunately, they have a record of making the right moves on a timely basis. Frank

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