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 171.02

-1.5%

3:59 PM EST

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To: Maurice Winn who wrote (1174)	11/20/1996 10:52:00 AM
From: Ramsey Su	of 1819

Maurice, fully loaded on QCOM also but very tempted to LEAP into more. Based on the post earning movements, the market and the street is still unclear on what QCOM is doing. Digesting the report, didn't anyone noticed that the increase in backlog is more than their revenue for the whole qtr. This is the guaranteed part of their future revenue. What about all the other companies out there who are going to make money for QCOM via license/royalties. I am also 20ish% in QCOM and my conservative side warns me to look for the downside. I am having a real tough time finding any. May be Jim L can dig into some obscure achives and find something negative. Want to join me on some LEAPs? Use www.tradepbs.com if you need a good source for option quotes. Ramsey

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