Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: John Carragher who wrote (96521)	3/31/2001 12:15:33 PM
From: SGJ	Read Replies (1) of 152472

Ive heard that a lot of the their accts and notes receivables are not "bankable". The explosion in vendor financing to the risky CLEC's over the past 3 years mean write off IMO. Once these writeoffs have cleared the books LU/MOT/ERICY/NT etc. can move forward. How long is the question. The sooner the better of course. Look at Japan for an example of delaying judgement day. I am not advocating that the industry will totally meltdown. Don't get me wrong. I just think that their is a credit crunch in the telecom world right now and hard objective analysis is needed on how this could affect QCOM.

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