Clown-Free Zone... sorry, no clowns allowed Message Board

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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: patron_anejo_por_favor who wrote (33545)	11/3/2000 11:48:27 AM
From: marginmike	Read Replies (1) of 436258

Look I agree 1000%, I used to own close to 100,000 shares of Q bought at 5 a share in 1997. I own 5K and 100 calls(bought into cc for trade). This exactly for the reasons that you state. However I view Qcom as a good, honest view into market conditions in Mobile phones. The revenue number is pretty irrelevent because in the last year the shed Handsets and infrastructure their two bigest Revenue generator's. The fact is those estimates by Q are always conservitive, which as a bear concerns me that the Mobile biz is better then we think. There have been two huge order's that SAWS recieved for base station's in CHINA which means chips will start flowing into china sooner then expected. I suspect Qcom's bigest prob this quarter was Omni tracs, GSTRF, and Korea. BOFA did a research piece this AM that stated the did channel checking with distributors, and component makers that led them to believe that Business was indeed picking up in Korea. hardly the slowdown that the greater numbers imply. makes you go HMMM?

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