Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.05

+0.6%

Nov 19 3:59 PM EST

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To: Ramsey Su who wrote (11233)	6/7/1998 2:57:00 PM
From: marginmike	Read Replies (1) of 152472

It really seems that most mainstream analysts either see somthing we dont, or are complete idiots. They dont understand royalty reduction is ok if market is 3 times larger. They are assuming lower royalties do to w-cDMA and evential settlement with Erickson will hurt bottomline. They tend to believe Erickson, over Qcom. They also seem to think that this Asian crissis is affecting CDMA phones dramaticly. They dont understand reverse positive effect of lower asian curency. They would rather make safe Lucent, Erickson bet then on qcom. Everyon e i speak with thinks Qcom is a good company, none will recomend the stock. However they wont tell me not to buy it. This seems to me to say the just dont understand the biz.

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