Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

Nov 18 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (68506)	3/4/2000 1:03:00 PM
From: The Verve	Read Replies (1) of 152472

Skeeter Bug, Geez, I thought you'd come up with something better than that. In essence, your argument that Q is gonna come in below earnings estimates is based on the fact they've sold their handset division and because of seasonal factors? LOL! I'm not even going to start poking holes through your swiss cheese logic. This isn't gonna be any fun. I thought you might have at least a little bit of substance behind your 'guess'. You illustrate my original point perfectly. You have NO WAY of determining whether Q is gonna miss earnings, or blow them out. Yes, you can get a few pieces of the puzzle here and there and try to paint a clearer picture, but you still don't know. It's just speculation and guesswork. Don't embarrass yourself. Q's profits are a many faceted machine. They operate on many levels -- subscriber growth might be strong in Latin America, but weak in Korea. Asic sales might be be more vigorous in North America, but weaker in Japan. Royalty revenue is becoming ever harder to project. (As evidenced by the last two quarters upside surprises) Throw in HDR soon, revenues from Omnitracks, G*, and it becomes a big murky mess. Analysts don't have it easy grasping this beasts earnings. So Skeet, give us all a break. Keep your baseless earnings proclamations to yourself. Guess work and conjecture are welcomed with open arms on the Yahoo food fight board. Verve

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next