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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 171.93+0.8%10:23 AM EST
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To: Maurice Winn who wrote (15012)9/14/1998 4:35:00 PM
From: limtex  Read Replies (1) of 152472
 
Dear Maurice -

1. the Q IS going to make it. The nearer we get to earnings announcement the better the stock will perform.

2. If there is going to be a sale then the potential buyers are getting richer and more desperate and the Q is getting more valuable by the day.

3. AS far as G*b is concerned I'm no expert and only got involved becasuue of LOR and the Q and the market for the product. But with that caveat it seems to me that all we have suffered is a delay and an increase in the risk premium on the next and all subsequent launches. Well so be it we've been unceremoniously shoved nito a seat at the table with much higher stakes and we are going to play.

So far as the G* management is concerned they could come out with a really dynamic new schedule and statement of confidence which I'm sure they are in the process of doing. Its a really great opportunity for them and they WILL make it and us along with them. So what if its another few months. I bet they will announce that the dealy has been shortened by their re-scheduling and we're going to make it.

Maurice you have been such a support to many of us on this thread we need your strong confidence back again. I know I moan a bit but I listen to your advice.

Best regards,

L

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