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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.43-0.8%Dec 29 3:59 PM EST
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To: The Reaper who wrote (64304)1/26/2000 12:54:00 AM
From: y2kate  Read Replies (1) of 152472
 
kkirby- I'm wondering if Q 'blew' the presentation of their earnings report to the press. No one is focusing on the points you raise, and it seems that these points should have been trumpeted loud and clear. Would Qcomm purposely obscure or downplay the upside surprise on royalties, and the expected 75% gain for CDMA handsets this year? (I haven't doublechecked these numbers, but you cite them and I've seen them on numerous boards this evening). Seems that we shouldn't have to dig so hard to find the 'gems' in this report- certainly the press won't. The headlines will be
"...and Qcomm Warns for 2nd Quarter". That's the sexy, sellable part of the story. If they are pulling a Microsoft, i.e., managing expectations lower in order to outdo them--well, it was done badly, I think. With Microsoft, you can almost see them winking while they solemnly intone about slower growth going forward- they've got the analysts eating out of their hands. Bottom line, they should have/could have had the press singing their praises with the same set of numbers but that didn't happen. The above are just my VHO's. We'll see how these numbers are digested soon enough..keeping my fingers crossed (and keeping my shares!)
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