The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 163.32

+2.3%

3:59 PM EST

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To: Valueman who wrote (10451)	5/19/2000 2:26:00 PM
From: Jim Willie CB	Read Replies (1) of 13582

Alger on CNBC put it very well QCOM is suffering from two assaults wCDMA will still provide significant revenue via royalty China future in some doubt, but will be resolved I never underestimate revenue and earnings power for theQ what I get miffed about is the PR snafu wCDMA is not a butt-ugly sister living in SanDiego HQ it is a younger sister to CDMA2000 who is almost as beautiful the market regards commitments to wCDMA as a major loss for theQ, incorrectly we have a gap in real accelerated earnings though until the autumn I believe July earnings will provide a wakeup call they should be quite strong, with nice stories in accompaniment / Jim

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