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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 151.59-0.4%Jan 30 9:30 AM EST

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To: 16yearcycle who wrote (57121)12/28/1999 9:56:00 AM
From: Boplicity  Read Replies (2) of 152472
 
What could go wrong:

1. A lack of news to support the stock. What's next to come out of QCOM? We are in a news vacuum right now.
2. An earning miss or margin errosion. The stock will be tied to earnings now more then ever with HDR and G3 coming later in the year.
3. Slow acceptance of HDR or worse no roll out in the USA. Where is USWest and CSCO? CSCO is going it's own route now. Right now Q has to pay to get someone to roll HDR out. How much more money will they have to shell out to move it forward?
4. Some other company supplementing QCOM with cheaper and better ASICs.
5. Key Oh Say, blows the handset division by putting out buggy and defective handsets. QCOM has done this, but it was early in the game, now it would not be easy to over look defective hand sets.
6. G3 takes years of bickering and QCOM has to fight, WCDMA in the courts. Dr. J has said he sees more court cases. Announcement of a case would dampen the prospects for QCOM.

Anyone else has anything please add to both of our list.

Thanks,

Greg
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