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Pastimes : The New Qualcomm - write what you like thread.
QCOM 137.59-7.6%1:03 PM EST

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To: Katz R Us who wrote (1451)1/27/2000 12:33:00 AM
From: Michael  Read Replies (1) of 12254
 
My Q friends,

First of all, I need to state my original perspective on QCOM,
When I first loaded up on the company after April 1999 cc.
I am in at a $21 average and was projecting an $80 price by 12/2000.
Since then QCOM has gone vertical (on charts), a straight line up.

I listened to cc, and my pleased that the most important thing is the
Next generation of chips, MSM 3100 I believe, is right on schedule.
HDR is right on schedule and carriers are so high on the next generation
of QCOM chips that they want them so much that they are slow to buy todays
QCOM chips. This is good news. Whether earnings are 25 or 27 cents means
little when compared to the impact HDR will have when introduced in 2001.
As long as there are no delays in HDR, and QCOM maintains its
already commanding lead in producing better chips than everyone else.
Then LTBH should be pleased and there was nothing in cc that showed
any cracks in QCOM's ability to produce and deliver, imho

All the best
Michael
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