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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: 16yearcycle who wrote (12479)	7/4/2001 5:15:46 PM
From: Peter J Hudson	Read Replies (1) of 197248

"Finally the difficult question, how much would the recent chain of events add to QC's top and bottom lines?" Most of the recent chain of events should have already been factored in to the price of the stock. The license to NOK & Chinese manufacturers shouldn't have been a surprise. They had to cave eventually. Notice the Chinese deals are not referred to as multimillion $ license agreements. I think they received bargain pricing. The terms of the NOK deal seem to be quite favorable to Q, but we don't have the details. The real news was the Nextwave resurrection, a real boon to the expansion of CDMA, although it will be some time before it appears on the balance sheet. I'm not trying to rain on the parade. I hope we get a big run. I'm sitting on July 65 & 70 calls. I'm just saying that if the market is truly efficient, most of this news would have already been discounted. Hope I'm wrong. Pete

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