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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.35-0.4%3:59 PM EST

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To: S100 who wrote (84650)10/24/2000 11:52:48 PM
From: William Hunt  Read Replies (1) of 152472
 
S100---Good evening ---of the thirty five analysts that follow NT only five had higher estimates in the 7.6 billion range . Really interesting Merrill came out Monday and said NT was one of the ten core Technology holdings that you must own for the next three years . The first analyst to come out tonight right after they announced ( even before the conference call ) was the Merrill analyst and said the revenues was on the light side at 7.63 billion dollars . Wonder if they wanted the stock lower to buy on the cheap side ? Boy do they talk out of both sides of their mouth's . By the way before the earnings announcement the WSJ had a range on the revenue side of 7.3 to 7.6 billion .
To me they are a company in the right place and working on all cylinders . Roth said the major issue was having enough technical qualified people to keep with the installation schedules
Wish the "Q" had their problem's

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