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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.60+0.1%Dec 30 3:59 PM EST

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To: Art Bechhoefer who wrote (95367)3/8/2001 3:04:14 AM
From: limtex  Read Replies (2) of 152472
 
Art - 1X in US - Q3?

1X in Japan - Q2?

1X in Korea - after July for better sales when restrictions on SK end?

1X in Canada - ???

1X anywhere else?????

My guess is that the market is ignoring the numbers that Q is achieving and looking at potential now and that potential now is proving very difficult to achieve.

Are we seeing one or more hedge funds coming in after the stock faltered at $66 and reckoing they will really get it down this time after having failed to get it below $50 last time down a week or ten days ago?

It is downright debilitating to see the Q collapse as the Naz stages a mini rally ( if you can call it that).

I wonder if some of the Qs big enemies haven't decided to try to undermine the Q by encouraging its stock price down. They have very big resources and plenty of friends in the investment community to help them with this and it could be very profitable for them. Well it has presumably been very profitable for whoever is doing this even over the last 48 hours.

Dr J sounds very confident and so do all the others who have been speaking at presentations recently. But when will we see some growth in Japan? DoCoMo doesn't seem to have any very threatening competition according to the post of the numbers on the other thread. Korea is stalled so where are we going to get the growth until 1X kicks in?

This reminds me very much of SNDK a couple of years ago when we kept on seeing announcements of design-ins and new licensees but the stock languished. Very similar feel to this.

Best regards,

L
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