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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (48729)11/9/2001 9:36:56 AM
From: Eric L  Read Replies (2) of 54805
 
re: Qualcomm Fall 2001 Investment Community Meeting (November 8, 2001)

Now available for rebroadcast if you have 5 hours to spare.

qualcomm.com

<< Qualcomm's conference call relating to its earnings report. My impression of the call is different from those I remember expressed here. >>

Having done a 2nd listen, I stand by my original comments but I appreciate yours in return. I was wondering if others reacted the way I did to the style, manner, and resulting impact of the presentation and I'm glad some did not.

Obviously the prompt detailed follow on with analysts is important and I'm expecting a good showing. As I commented earlier, Qualcomm has always done a highly credible job with the financial communitty.

From comments Slacker (who listened to the analysts webcast) made yesterday they may be cleaning up the GAAP v. Pro Forma "Financial Engineering" I've been moaning about.

I also whined about the lack of slides in the earnings CC. They have made up for that with over 20 MB of slides available (twice the size of my XT's original hard disk). Knowing your patience level, I'd suggest downloading to disk in the background. <g>

Welcome & Introduction and Strategic Overview


Julie Cunningham - Sr. Vice President, Investor Relations
Dr. Irwin Jacobs - Chairman and Chief Executive Officer
PDF Format - 5.5M

Operations Overview & Investments


Tony Thornley - Chief Operating Officer and Chief Financial Officer
PDF Format - 1.3M

Financial Overview


William Keitel - Sr. Vice President, Finance
PDF Format - 488K

Global Business Development


Jeff Jacobs - President, Global Business Development
PDF Format - 996K

Technology Licensing


Steve Altman - President, Technology Alliances
PDF Format - 691K

CDMA Technologies Group


Don Schrock - President, CDMA Technologies Group
PDF Format - 3.4M

Wireless & Internet Group


Dr. Paul Jacobs - President, Wireless and Internet Group
PDF Format - 10.4M

###

- Eric -
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