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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.35+1.2%10:20 AM EST

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To: Augustus Gloop who wrote (46199)10/26/1999 1:26:00 PM
From: Uncle Frank  Read Replies (2) of 152472
 
>> It just means that management knows what to expect from their company

NASDAQ777, I haven't run into you since my days in the Internutz Wars. One thing I know for sure is then when you show up on a thread, there is some momentum potential in the stock, even if you talk prudently <g>.

Imo, the key to qcom's earnings report will not be the earnings number; it will be the adoption rate of cdma and the growth rate of Q's ipr revenue stream, both of which I expect to be outstanding. And if the conference call sheds any light on the handset division sale or the timing of their inevitable split, we'll have a tough time holding this baby back.

It's almost like an Internet stock, but with fundamentals, earnings, and patents <vbg>.

Good to see you around these parts.
Frank
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