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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: JMD who wrote (11861)6/28/1998 12:37:00 AM
From: dougjn  Read Replies (3) of 152472
 
Surfer Mike: the flag ship's gonna be the dual mode Q phone. That baby is kinda a make or break prestige item in my mind. It's also the only Qcom phone I would really really want.

If they blow that one, kiss the stock goodbye for at least another six months, in my view. Rave reviews combined with a real good ramp on that one (margins should be hard to blow for a while) will do a lot to lift the stock as well I think.

It's pretty important, really. I mean, the Mot's tinyest clamshell is still the status fav. in this country. But its analog and network poor. A slightly larger, but feature rich, nice mechanically, good looking, reliable everywhere (good acting dual mode) Q phone could be the tech forward status phone of choice. A big deal. Blowing would also be.

It's all in how they manufacture, in my minority view. Designs they got. Production they haven't. Yet. Fingers crossed. From the sidelines still.

Doug
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