Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.78

+0.1%

3:59 PM EST

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To: MileHigh who wrote (55064)	12/19/1999 7:39:00 PM
From: Jim Willie CB	Read Replies (2) of 152472

MHighMan, agreed on all counts, but but but I do anticipate that future topline and bottomline growth will see upside surprises as CDMA proliferates, and as devices proliferate Ericsson deal was big on earnings push Nokia deal on handset division will have similar effect, eh? devoting resources to high margin CDMA chipset production will have enormous effects, i.e. Intel Business Model next up is the installation of Global Positioning Systems in automobiles, and the wide expansion of laptop and handheld PC wireless modems... I doubt today's earnings projections assign much growth to these products we will see one thing for sure: analysts have been grossly underestimating QCOM earnings acquisition of a CDMA chip mfg firm will change the picture we must expect this, since it is stated by mgmt on record what do you expect QCOM mgmt to do with handset deal proceeds? not a bonfire or corporate picnic, I assume / Jim

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