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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 170.65+1.5%3:59 PM EST
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To: limtex who wrote (5668)1/26/2000 12:46:00 AM
From: Bux  Read Replies (1) of 13582
 
PLs tell me I heard it wrong and the analysts were impressed.

You heard it wrong and the analysts were impressed.

My real opinion: I think one of the more important roles of a good analyst is to spot troubling trends at an early stage and confront management. In my opinion the analysts that thought they might have something along these lines were quickly corrected by insights from management but most points brought up by the analysts were just amateur mistakes. As has been pointed out here already, the only weak spot was the book to bill ratio of .90 which seems to fit the picture management gave of strong holiday sales followed by the slack season following the holidays.

My interpretation of the call: All in all a strong showing with a little caution not to expect big increases until later in the year with the roll-out of 1xrtt ASIC's. Fireworks in 2001. No sore spots or fundamental problems to overcome on the horizon. If my shares were in a tax sheltered account I might be tempted to try to pick up some gains somewhere else for a few months if not for one thing, Irwin (I think) mentioned internet and .com's and content and portals. I'm not sure he said all those words but that was the gist I received. With potential like that (oops, I forgot China possibilities, etc.), there are just too many things that investors could react favorably to chance missing out.

Bux
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