Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 3:59 PM EST

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To: Boplicity who wrote (67149)	2/16/2000 11:31:00 PM
From: Ruffian	Read Replies (4) of 152472

<Investors like to be surprised in a positive way, with QCOM we just got a negative surprise, add that to the fact that QCOM has already shot the wad if you well. Meaning what more are they going to do near term? That's why I have said it will take to the end of this year for things to become clearer. It's the story that matters for QCOM, that stock can't live on earnings alone, it's not time for that especially with the market cap it has. No news no movement. Later this year, HDR, China, Wireless Knowledge and 3G etc etc will all be much more clear then they are now. The real tell in all this is the now China with all those possible future CDMA users is under the pen and a done deal, yet the stock is dropping.. Another tell will be the analyst meeting, could be much to do about nothing, then we have the investor meeting, if we get nothing QCOM becomes DELL like!! > I think the one you "didn't" mention will be the one announced tomorrow, jmho. Ruff

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