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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 177.78-2.2%Jan 9 9:30 AM EST

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To: SKIP PAUL who wrote (40625)9/13/1999 1:40:00 PM
From: Jim Willie CB  Read Replies (4) of 152472
 
QCOM: Investor Relations -- poor
Media Relations -- poor
Wisdom in scheduling two analyst meetings in two east coast cities in one week -- poor
Ability in responding to halftruths by analysts -- poor

CDMA research -- excellent
wireless strategy -- excellent
IP systems software strategy -- excellent
balance sheet -- excellent

this company had better get its act together with Wall Street if it wants to be the gorilla it can be

need a close to 158 in order to conclude break below as mere slippage.. dont wanna sound minimizing.. 2-3 points below 50day MA is not a serious issue intraday.. again, support all thru 150's from last July

company needs to remove confusion, doubts, and prevalence of rumor.. not in defensive manner, just calm and professional

/ jim willie
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