The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 170.65

+1.5%

Dec 2 3:59 PM EST

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To: Keith Feral who wrote (5688)	1/26/2000 12:34:00 AM
From: straight life	Read Replies (1) of 13582

For what it's worth, I've listened to a number of these CCs and I think the analysts were VERY impressed. They kept commenting on the tremendous growth in royalties, saying, "please help me with my model, it's not making sense" which leads me to Q management; They were superb. They kept saying, "call us later and we'll help you out" I remember back in '97, press releases used to come out at 3am; the Q gang was clueless on how to get the story out; engineering seemed all they knew. More recently they were abrupt; "NO. We don't break out those numbers" and "you've been given enough to make your model". But tonite they made some comment to the effect that they welcomed private calls and would help any analyst who needed it. Quite a turnaround. Others have commented here about the confidence in their presentation, to which I can only repeat that they were superb; this was the best CC I can recall.

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