CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 174.23

-0.6%

3:59 PM EST

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To: Ingenious who wrote (1120)	11/16/1996 10:35:00 AM
From: Ramsey Su	of 1819

Leland, regarding Monday's numbers, I don't think earnings are relevant, as long as they fall within some reasonable range. My personal wish list (not in any particular order): 100%+ sequential quarterly revenue growth in the areas of communication systems and license/royalties. Disclose how much they expect to make off license/royalties next yr from all the infrastruture companies and the handset companies (too many to list here). Announce that 300,000 handsets per month target for yr end is now reality and ready to ramp up for high production rate. Positive statements on contract services with Globalstar. Huge R&D expense increase but huge drop as a percentage of revenue. 9 digit backlog and plan to meet demand (cancel Christmas and New Year for all QCOM employees would be a very bullish signal). Positive statements on quality, acceptance, no cancer deaths and other non-quantitative areas. Finally, a great earnings number would just be icing on the cake. Ramsey (remember this is my wish list, not a prediction)

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