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Non-Tech : The Critical Investing Workshop

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To: Dealer who wrote (12342)	4/12/2000 1:29:00 AM
From: techguerrilla	Read Replies (1) of 35685

My $.02 on QCOM's earnings The reactions to earnings announcements generally lately has been lukewarm, even when a company "beats the street" or "beats the whisper number." Damn, those expressions are so annoying. What crushed MOT was its comments in the CC concerning "the future." Comments like the "slump" word in January put QCOM into a three-month "funk." THAT'S NOT GOING TO HAPPEN THIS TIME. Quite simply, Qualcomm has seriously altered its corporate direction since the Kyocera sale. That redirection has been a work of art for me to follow. Its attempts to pattern its corporate vision along the "Intel model" have been stunning. Not that Time Magazine is a great economics publication or anything, but when it listed the four tech "blue chip" stocks this week in its article about last Tuesday's hideous happenings, it listed Cisco, Intel, Oracle, and Qualcomm. That's serious company. Let the "run to earnings" begin some time Wednesday afternoon. I don't foresee a serious pullback in response to the earnings announcement next Tuesday. Why? Because I anticipate a stellar conference call. John

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