Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 161.07

-3.0%

2:00 PM EST

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To: Skeeter Bug who wrote (68508)	3/4/2000 12:04:00 PM
From: slacker711	Read Replies (1) of 152472

management stated what was in their own self interest and left out the possibility that an order could be cut - which it was shortly after their "no impact" pronouncement. Well you had to go back to Feb. of '98....which is fair, the management is the same. However this is the same management that one month ago refused to emphasize China during their earnings conference call.....even though they must have known that they were close to a breakthrough. If they had, perhaps the lead story the next morning wouldnt have been the "slump" comment. Cramer complained about this on TheStreet.com....but I think that this is simply the way management operates. As to QPE....I will have to find where it says that 40% of QPE production was laid off (Honestly dont remember these numbers). However since Qualcomm only produced 2.7m phones last quarter, compared to 14m ASIC's, I am more worried about demand for CDMA in Korea and the US. Those will be the final determinants on the strength to this quarter. Slacker

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