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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 152.74

+0.8%

1:27 PM EST

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To: waverider who wrote (251)	7/5/2000 10:41:00 AM
From: Theophile	Read Replies (1) of 197458

Rick, responding to your comment: "Not suggesting any such thing, and for the record I am more than 80% QCOM, but it appears as if our estimates for this year have been a bit on the optimistic side to say the least. With HDR and the roll out of G3 not until next year, the possibility of some radical change in 2000 doesn't seem promising." Rick I too am very very long Q* and have been examining the prospects......but the truth is, we have not overestimated this company. I believe the majority of us have underestimated how the "competition" views Q. They definitely are 'piling on' as one commentator put it. They realize how big Q will be just on the CDMA royalties regardless of which flavor. They will do just about, no, not just about, but anything to limit the reach of Q* into 'their' territories, including what we see now as the biggest push of FUD in my memory. We shall see, but remember, just because we are pushed out 6 mos or 18 mos, over the lifetime of this company we are going to question how we could have been so restricted as to not see the very very obvious facts: excellent management excellent product gorilla lock on IPR best ASIC for that IPR best R&D for improving that technology substantial installed base from which to work their market penetration schemes NO DEBT Guaranteed Income Stream So, please find me another equity with these prospects, I would be much obliged..... Regards, Martin Thomas

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