Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: Boplicity who wrote (68425)	3/3/2000 11:37:00 AM
From: marginmike	Read Replies (3) of 152472

I agree Greg but the pattern of late was very similear to the trading activity going into last quarter Earnings. Though I think the long term fundimentals are as good as ever, I have suspicions that Q is going to have a tough time making their quarter. If you look at DDI announcement and ask Sprint how the quarter is going subscriber growth is less then earth shatering, that combined with Chip"slump" could be prelude to a missed quarter. The street seems to think this is the case as well. If you look at option premiums, margin req going up, they are all sighn that MM think Q is in trouble short term. I hope I am wrong, but my gut says we get a pre-warning this quarter or we miss by a 1-2 at earnings time.

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