Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 157.80

+0.9%

Jan 22 3:59 PM EST

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To: arun gera who wrote (8136)	2/8/1998 1:21:00 AM
From: DTA	Read Replies (1) of 152472

No debate there with valuations--except to say that despite its varied quantifiable successes, the Q still lacks a defining iconography that would mitigate the momentum behind an 8 point drop because one or two products in one market weren't doing as well as expected in one quarter. An acronym (CDMA) in faraway Korea clearly isn't going to do it, and because the Q is associated with many disparate-seeming enterprises--satellite coms via Globalstar, trucking coms via Omnitracs, CDMA chipsets, handsets,and infrastructure, WLL across the developing world, Eudora--it is easy to conclude from one report (sky is falling in South Korea, let's go to the videotape) that the sky is falling all across Q land. I have no substantial complaint with the existing or potential businesses of the Q. Exactly the opposite--that's why I plunked down the skins. My concerns surround a volatility driven in part by the lack of a unified, easily consumable corporate vision and presentation. It's not a cell phone I want, it's a pageant. Duane

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