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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 177.78-2.2%Jan 9 9:30 AM EST

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To: Ramsey Su who wrote ()1/26/2000 11:53:00 PM
From: Homer H. Hillis, Jr.  Read Replies (2) of 13582
 
Notice 9.2.99 we had the very same reaction to news that
phone sales would be slowing. I just listened to the conf call 2nd time. They are under selling the future in order to
exceed expectations. Just like Sept. I cannot believe the royalty growth a potential 1bln in IPR revenues in 12 months. And this could grow even more. Plus the HDR kick in with many new innovative products coming.
My target for 6 mo is over 200. They'll bring in many new deals very soon, China, Nokia and others.
Again I'm LONG and staying LONG!
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