Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.29

-2.2%

Dec 17 3:59 PM EST

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To: Art Bechhoefer who wrote (108052)	11/6/2001 6:34:29 PM
From: limtex	Read Replies (2) of 152472

AB - I think that it is just the shock of this level of miss at a time when all the signs inlcuding anecdotal signs were that things should have been comfortable. Only today we got figures from Radio Shack, 1X handests are begining their ramp up in the US. Korea has been selling 1x handsets NOK and all the other goodies that have been announced. We had analysts saying they expected Q to make its numbers and we had IJ saying he was comfortable. This has more than anything been a nasty shock. Its even a bit difficult to see how the analysts are going to downgrade having many of them just come out with approving comments. And with what looks like a ceiling on next years earnings its hard to see where this goes. It doesn't look like there is much in the CC as the stock is still sliding. What a shame at a time when even just making what was expected would have given it a nice boost. Best, L

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