Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.28

-1.6%

Dec 12 3:59 PM EST

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To: saukriver who wrote (99165)	5/15/2001 11:37:04 AM
From: Uncle Frank	Read Replies (2) of 152472

>> China signing is not worth jack. Unless and until there is a check, don't count on China. Nextel--to most investors, this rumored switch to CDMA from i-DEN is a just another blizzard of initials they don't understand. As you suggest, any long term sustainable trend will be due to top line and earnings growth. The fuel for a a short term run will be analysts' upgrades, which should start hitting today. I don't think revenue from either China or nxtl are currently played into their forecasts. This is one of those situations where those who have done their dd have an advantage over the market in general. uf

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