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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST

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To: Clarksterh who wrote (8469)2/12/1998 2:53:00 PM
From: JMD  Read Replies (2) of 152472
 
Clark, I am trying to copy and paste two posts from the Q Motley Thread (this time from a very nice lady who was as the meeting and who,unlike Sidman, was evidently coherent) but AOL is screwing up the posts again and they are currently unavailable. To paraphrase, she got to the podium and asked some infrastructure questions which got answered by the CFO and the good Dr.
She was concerned about default, buying infrastructue business with shaky customers, and so on. Interesting response was that the Q was working with a banking consortium to sell those receivables off, both existing and future. Don't know if this is directly responsive to your question.
She also maintains that she got together with "some very nice guys from the Q SI thread" whom she described as "more technical", and if memory serves wound up with them at the now infamous Jasmine. Do you boys have anything else you'd like to report? Hmmmmm.
Mike Doyle
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