Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.54

-1.2%

Nov 13 3:59 PM EST

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To: gc who wrote (40684)	9/13/1999 4:24:00 PM
From: Jim Willie CB	Read Replies (2) of 152472

GC, have you ever done a road show? I have multiple cities? I have with audience over 20? I have ever been to New York City? I have ever gone with an entourage? no how would it have been if they had excellent Boston meeting where nobody really of importance attended, shown up with too little preptime in NYC, then stumbled around with the slides and presentation, possibly fatigued? no, pick your spots.. the Big Apple is the spot the mistake was agreeing to the 2bit Cowens meeting congratulations on not gloating too much, mustve been hard why assume QCOM mgmt is sitting on bad news? .. had chance to reveal to Everen two weeks ago.. had chance to reveal in Internet Radio Broadcast.. usually bad news is made public in a safe medium with some but minimal spotlights my guess is handset component shortages are persistent, workable, margins not offset by volume rampups, but ALL else is a locomotive on track my 2 cents, jim willie

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